1. Advisorkhoj
  2. Reliance Regular Savings Fund - Debt Option - Growth Plan

Reliance Regular Savings Fund - Debt Option - Growth Plan

Category: Credit Opportunities Fund
Launch Date: 08-06-2005
Asset Class: Fixed Interest
Benchmark: Crisil Composite Bond Index
Expense Ratio: 1.72% As on (31-03-2018)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 10,652.98 Cr As on (31-03-2018)
Turn over: -
NAV as on 21-05-2018

24.1114

0 (0.01%)

CAGR Since Inception

7.03%

PERFORMANCE of Reliance Regular Savings Fund - Debt Option - Growth Plan

Scheme Performance (%)

Data as on - 21-05-2018

Yearly Performance (%)

Fund Managers

Mr. Prashant R Pimple

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 aims to generate optimal returns consistent with moderate levels of risk. It will invest atleast 65 per cent of its assets in debt instruments with maturity of more than 1 year and the rest in money market instruments (including cash or call money and reverse repo) and debentures with maturity of less than 1 year. The exposure in government securities will generally not exceed 50 percent of the assets.

RETURNS CALCULATOR for Reliance Regular Savings Fund - Debt Option - Growth Plan

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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 Regular Savings Fund - Debt Option - Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Regular Savings Fund - Debt Option - Growth Plan 1.05 5.7 0.77 0.87 8.63 2.49
Credit Opportunities Fund - - - - - -

PEER COMPARISION of Reliance Regular Savings Fund - Debt Option - Growth Plan

Period
Data as on - 21-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Reliance Regular Savings Fund - Debt Option - Growth Plan 08-06-2005 5.36 7.4 7.88 8.32 7.97
BOI AXA Credit Risk Fund - Regular Plan 27-02-2015 8.16 9.38 9.71 0.0 0.0
Franklin India Low Duration Fund - Growth Plan 26-07-2010 7.44 8.67 8.88 9.23 0.0
Baroda Pioneer Credit Opportunities Fund -Plan B-Growth Option 08-01-2015 7.39 9.99 10.4 0.0 0.0
Franklin India Income Opportunities Fund - Growth 11-12-2009 7.05 8.79 8.22 8.6 0.0
Franklin India Short-Term Income Plan-Growth 31-01-2002 7.04 8.83 8.13 8.66 9.16
Franklin India Corporate Bond Opportunities Fund - Growth 07-12-2011 6.75 8.49 8.2 8.67 0.0
Franklin India Dynamic Accrual Fund-Growth 05-03-1997 6.6 8.73 8.82 8.27 8.19
Principal Credit Risk Fund - Regular Plan - Growth Option 14-09-2004 6.41 7.3 7.81 7.83 7.84
L&T Low Duration Fund-Regular Plan - Growth 05-12-2010 6.36 8.21 8.54 8.39 0.0

PORTFOLIO ANALYSIS of Reliance Regular Savings Fund - Debt Option - Growth Plan

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback