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Reliance Quant Fund -Growth Plan - Growth Option

(Erstwhile Reliance Quant Plus Fund -Growth Plan - Growth Option)

Category: Equity Funds Large Cap
Launch Date: 02-02-2005
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 1.09% As on (30-04-2018)
Status: Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 28.04 Cr As on (31-05-2018)
Turn over: 127%
NAV as on 21-06-2018

24.9736

-0.11 (-0.4429%)

CAGR Since Inception

7.07%

Nifty 50 Index 13.93%

PERFORMANCE of Reliance Quant Fund -Growth Plan - Growth Option

Scheme Performance (%)

Data as on - 21-06-2018

Yearly Performance (%)

Fund Managers

Ms. Meenakshi Dawar

Ms. Dawar is a B.Tech from IGIT New Delhi and PGDM from IIM Ahmedabad. Prior to joining Reliance AMC had worked with IDFC Mutual Fund. She has worked in institutional equities sales and research division on sell side.

Investment Objective

The scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected from S&P CNX Nifty on the basis of a mathematical model.

RETURNS CALCULATOR for Reliance Quant Fund -Growth Plan - 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 Quant Fund -Growth Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Quant Fund -Growth Plan - Growth Option 13.59 0.05 2.59 0.98 - -
Equity Funds Large Cap - - - - - -

PEER COMPARISION of Reliance Quant Fund -Growth Plan - Growth Option

Period
Data as on - 21-06-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Reliance Quant Fund -Growth Plan - Growth Option 02-02-2005 7.14 14.11 8.31 13.29 10.62
Kotak NV 20 ETF - Dividend 26-11-2015 21.08 17.23 0.0 0.0 0.0
Reliance ETF NV20 ETF 12-06-2015 20.98 17.07 10.81 0.0 0.0
ICICI Prudential NV20 ETF 14-06-2016 20.58 16.82 0.0 0.0 0.0
Kotak India EQ Contra Fund - Growth 27-07-2005 17.78 19.65 12.48 17.38 12.76
Edelweiss ETF - Nifty Quality 30 25-05-2016 16.03 12.3 0.0 0.0 0.0
Invesco India Growth Opportunities Fund - Growth 09-08-2007 15.74 19.07 12.55 20.05 13.79
Reliance ETF Consumption 03-04-2014 15.58 18.4 14.38 0.0 0.0
IDFC Focused Equity Fund-Regular Plan-Growth 16-03-2006 14.74 23.26 13.17 16.59 11.03
LIC MF Exchange Traded Fund-SENSEX 23-11-2015 14.71 16.32 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Reliance Quant Fund -Growth Plan - Growth Option

Asset Allocation (%)

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