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Reliance Multi Cap Fund - Direct Plan Dividend Plan

(Erstwhile Reliance Equity Opportunities Fund - Direct Plan Dividend Plan)

Category: Equity Funds Mid and Small Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: S&P BSE 100
Expense Ratio: 1.28% As on (30-04-2018)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 9,686.76 Cr As on (31-05-2018)
Turn over: 63%
NAV as on

(%)

CAGR Since Inception

%

S&P BSE 100 14.16%

PERFORMANCE of Reliance Multi Cap Fund - Direct Plan Dividend Plan

Scheme Performance (%)

Data as on - 15-06-2018

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 invest in stocks across those sectors and industries where Indias strong inherent potential is increasingly becoming visible to the world, which are driving our economy and whose fundamental future growth is influenced by ongoing economic reforms, FDI inflows and infrastructural changes.

RETURNS CALCULATOR for Reliance Multi Cap Fund - Direct 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 Multi Cap Fund - Direct Plan Dividend Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Multi Cap Fund - Direct Plan Dividend Plan 15.31 0.68 -0.54 0.96 - -
Equity Funds Mid and Small Cap

PEER COMPARISION of Reliance Multi Cap Fund - Direct Plan Dividend Plan

Period
Data as on - 15-06-2018
Scheme Name Launch
Date
1-Year
Ret (%)
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Ret (%)
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10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Reliance Multi Cap Fund - Direct Plan Dividend Plan

Asset Allocation (%)

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