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Reliance Quant Fund -Growth Plan - Growth Option

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

Category: Equity: Thematic-Others
Launch Date: 02-02-2005
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 1.19% As on (31-07-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 24.32 Cr As on (31-07-2019)
Turn over: 262%
NAV as on 18-09-2019

24.1291

0.12 (0.5031%)

CAGR Since Inception

6.2%

S&P BSE 200 TRI 11.04%

PERFORMANCE of Reliance Quant Fund -Growth Plan - Growth Option

Scheme Performance (%)

Data as on - 18-09-2019

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: Thematic-Others - - - - - -

PEER COMPARISION of Reliance Quant Fund -Growth Plan - 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 Quant Fund -Growth Plan - Growth Option 02-02-2005 -7.83 -1.29 4.96 4.33 7.86
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth 27-11-2006 0.79 4.0 6.2 8.22 10.87
DSP Quant Fund - Regular Plan - Growth 10-06-2019 0.0 0.0 0.0 0.0 0.0
QUANTUM INDIA ESG EQUITY FUND - REGULAR PLAN - GROWTH OPTION 12-07-2019 0.0 0.0 0.0 0.0 0.0
Sundaram Services Fund Regular Plan Growth 12-09-2018 0.0 0.0 0.0 0.0 0.0
ICICI Prudential Manufacture in India Fund - Cumulative Option 11-10-2018 0.0 0.0 0.0 0.0 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 09-01-2019 0.0 0.0 0.0 0.0 0.0
SBI Equity Minimum Variance Fund - Regular Plan - Growth 05-03-2019 0.0 0.0 0.0 0.0 0.0
ICICI Prudential FMCG Fund - Growth 31-03-1999 -3.58 6.24 9.08 11.0 17.53
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Growth - Regular Plan 07-11-2008 -3.77 3.51 5.49 4.02 5.61

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

Asset Allocation (%)

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