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Reliance Pharma Fund-Growth Plan-Bonus Option

Category: Equity Funds Pharma
Launch Date: 05-06-2004
Asset Class: Equity
Benchmark: S&P BSE Healthcare
Expense Ratio: 2.1% As on (30-04-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 0.0
Total Assets: 2,035.56 Cr As on (30-04-2018)
Turn over: 65%
NAV as on

(%)

CAGR Since Inception

%

S&P BSE Healthcare 14.22%

PERFORMANCE of Reliance Pharma Fund-Growth Plan-Bonus Option

Scheme Performance (%)

Data as on - 25-05-2018

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 seeks to generate consistent returns by investing in equity / equity related or fixed income securities of pharma and other associated companies.

RETURNS CALCULATOR for Reliance Pharma Fund-Growth Plan-Bonus 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 Pharma Fund-Growth Plan-Bonus Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Pharma Fund-Growth Plan-Bonus Option 15.77 0.32 1.92 0.97 - -
Equity Funds Pharma

PEER COMPARISION of Reliance Pharma Fund-Growth Plan-Bonus Option

Period
Data as on - 25-05-2018
Scheme Name Launch
Date
1-Year
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5-Yrs
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10-Yrs
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PORTFOLIO ANALYSIS of Reliance Pharma Fund-Growth Plan-Bonus Option

Asset Allocation (%)

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