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Reliance Dual Advantage Fixed Tenure Fund IV - Plan A - Growth Option

Category:
Launch Date: 31-07-2013
Asset Class: Mixed Asset
Benchmark: Not Available
Expense Ratio: 2.32% As on (31-03-2018)
Status: Close Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 0.0
Total Assets: 2.34 Cr As on (30-06-2018)
Turn over: -
NAV as on

(%)

CAGR Since Inception

%

PERFORMANCE of Reliance Dual Advantage Fixed Tenure Fund IV - Plan A - Growth Option

Scheme Performance (%)

Data as on - 16-10-2018

Yearly Performance (%)

Fund Managers

Ms. Anju Chhajer, Mr. Sanjay Parekh

Ms. Chhajer is a B.Com (H) and a Chartered Accountant. Prior to joining Reliance Mutual Fund Ltd. as a fund manager, she has worked with National Insurance Company as a Money Maker Instruments and D.C Dharewa & Co.

Investment Objective

The Scheme seeks to generate returns and reduce interest rate volatility, through a portfolio of fixed income securities that are maturing on or before the maturity of the Scheme along with capital appreciation through equity exposure

RETURNS CALCULATOR for Reliance Dual Advantage Fixed Tenure Fund IV - Plan A - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Reliance Dual Advantage Fixed Tenure Fund IV - Plan A - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Dual Advantage Fixed Tenure Fund IV - Plan A - Growth Option 9.54 0.07 2.45 0.74 - 1.07

PEER COMPARISION of Reliance Dual Advantage Fixed Tenure Fund IV - Plan A - Growth Option

Period
Data as on - 16-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
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Ret (%)
3-Yrs
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5-Yrs
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10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Reliance Dual Advantage Fixed Tenure Fund IV - Plan A - Growth Option

Asset Allocation (%)

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