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Reliance Nivesh Lakshya Fund- Growth Option

Category: Debt: Long Duration
Launch Date: 02-07-2018
Asset Class: Fixed Interest
Benchmark: S&P BSE India Bond Index
Expense Ratio: 0.53% As on (31-07-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 637.9 Cr As on (31-07-2019)
Turn over: -
NAV as on 18-09-2019

12.0669

0.06 (0.479%)

CAGR Since Inception

17.44%

S&P BSE India Bond Index 9.53%

PERFORMANCE of Reliance Nivesh Lakshya Fund- Growth Option

Scheme Performance (%)

Data as on - 18-09-2019

Yearly Performance (%)

Fund Managers

Ms. Kinjal Desai and Mr. Prashant R Pimple

Ms. Desai is MSc(Economics). Associate Equity Investments at RNAM Assisting lead Analyst in Equity Research, idea generation and sector Monitoring., assisting Fund Managers in Stock Selection and monitoring of overseas investments. Mr. Pimple is a MBA (Finance) and CTM. Prior to joining Reliance Mutual Fund he has worked with Fidelity Mutual Fund, ICICI Bank, Bank of Bahrain & Kuwait, Saraswat Co-op Bank Ltd. and SIDBI.

Investment Objective

The scheme seeks to generate optimal returns consistent with moderate levels of risk.This income may be complemented by capital appreciation of the portfolio.

RETURNS CALCULATOR for Reliance Nivesh Lakshya Fund- 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 Nivesh Lakshya Fund- Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Nivesh Lakshya Fund- Growth Option 25.51
Debt: Long Duration - - - - - -

PEER COMPARISION of Reliance Nivesh Lakshya Fund- Growth Option

Period
Data as on - 18-09-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Reliance Nivesh Lakshya Fund- Growth Option 02-07-2018 0.0 0.0 0.0 0.0 0.0
ICICI Prudential Long Term Bond Fund - Growth 09-07-1998 18.19 7.99 8.46 9.93 8.03
IDFC Bond Fund - Income Plan - Regular Plan- Growth Option 14-07-2000 15.5 6.86 7.73 9.09 8.09

PORTFOLIO ANALYSIS of Reliance Nivesh Lakshya Fund- Growth Option

Asset Allocation (%)

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