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Reliance Growth Fund Institutional Plan Dividend Plan

Category: Equity Funds Mid and Small Cap
Launch Date: 08-08-2007
Asset Class: Equity
Benchmark: S&P BSE 100
Expense Ratio: 1.99% As on (31-07-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5.0E7
Minimum Topup: 100000.0
Total Assets: 6,713.41 Cr As on (31-07-2017)
Turn over: 106%
NAV as on

(%)

CAGR Since Inception

%

S&P BSE 100 14.1%

PERFORMANCE of Reliance Growth Fund Institutional Plan Dividend Plan

Scheme Performance (%)

Data as on - 22-05-2018

Yearly Performance (%)

Fund Managers

Mr. Sunil B Singhania

Mr. Singhania is a B.Com, CFA and FCA. Prior to joining Reliance Mutual Fund he has worked with Advani Share Brokers Pvt. Ltd. and Motisons Securities Pvt. Ltd.

Investment Objective

The scheme aims at long term growth of capital through research based investment approach. The funds will be invested in Equity and equity related instruments ,and there will be an exposure to debt and money market instruments also.

RETURNS CALCULATOR for Reliance Growth Fund Institutional Plan Dividend Plan

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 Growth Fund Institutional Plan Dividend Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Growth Fund Institutional Plan Dividend Plan 15.85 0.95 2.51 1.06 - -
Equity Funds Mid and Small Cap

PEER COMPARISION of Reliance Growth Fund Institutional Plan Dividend Plan

Period
Data as on - 22-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Reliance Growth Fund Institutional Plan Dividend Plan

Asset Allocation (%)

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