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Reliance Quant Plus Fund -Dividend Plan

Category: Equity Funds Large Cap
Launch Date: 02-02-2005
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 2.66% As on (31-07-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 30.37 Cr As on (31-07-2017)
Turn over: 57.0
NAV as on


CAGR Since Inception


Nifty 50 Index 13.96%

PERFORMANCE of Reliance Quant Plus Fund -Dividend Plan

Scheme Performance (%)

Data as on - 16-03-2018

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 Plus Fund -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.



Key Performance and Risk Statistics of Reliance Quant Plus Fund -Dividend Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Quant Plus Fund -Dividend Plan 13.59 0.44 2.58 1.04 - -
Equity Funds Large Cap

PEER COMPARISION of Reliance Quant Plus Fund -Dividend Plan

Data as on - 16-03-2018
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PORTFOLIO ANALYSIS of Reliance Quant Plus Fund -Dividend Plan

Asset Allocation (%)

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