1. Advisorkhoj
  2. Reliance Equity Linked Saving Fund - Series I - Growth Plan

Reliance Equity Linked Saving Fund - Series I - Growth Plan

Category: Equity Linked Savings Schemes (ELSS)
Launch Date: 31-03-2008
Asset Class: Equity
Benchmark: S&P BSE 100
Expense Ratio: 0.03% As on (31-03-2017)
Status: Close Ended Schemes(ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 129.82 Cr As on (31-07-2017)
Turn over: 8%
NAV as on

(%)

CAGR Since Inception

%

S&P BSE 100 14.1%

PERFORMANCE of Reliance Equity Linked Saving Fund - Series I - Growth Plan

Scheme Performance (%)

Data as on - 18-05-2018

Yearly Performance (%)

Fund Managers

Mr. Sailesh Raj Bhan

Mr. Bhan is an MBA (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with ICFAI, Shah & Sequeira Investment Pvt. Ltd. and Emkay Share & Stock Broker Pvt. Ltd.

Investment Objective

The scheme aims to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent from time to time.

RETURNS CALCULATOR for Reliance Equity Linked Saving Fund - Series I - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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 Equity Linked Saving Fund - Series I - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Equity Linked Saving Fund - Series I - Growth Plan 14.39 0.69 2.18 0.99 - -
Equity Linked Savings Schemes (ELSS)

PEER COMPARISION of Reliance Equity Linked Saving Fund - Series I - Growth Plan

Period
Data as on - 18-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Reliance Equity Linked Saving Fund - Series I - Growth Plan

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback