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Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Category: Retirement Fund
Launch Date: 11-02-2015
Asset Class: Equity
Benchmark: S&P BSE 100 TRI
Expense Ratio: 2.29% As on (31-05-2018)
Status: Open Ended Schemes(Solution Oriented Scheme - Retirement Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,261.88 Cr As on (30-06-2018)
Turn over: 78%
NAV as on 13-08-2018

13.6271

-0.06 (-0.408%)

CAGR Since Inception

9.11%

S&P BSE 100 TRI 10.17%

PERFORMANCE of Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Scheme Performance (%)

Data as on - 13-08-2018

Yearly Performance (%)

Fund Managers

Ms. Anju Chhajer, Mr. Sanjay Parekh, Ms. Jahnvee Shah

Ms. Chhajer is a B.Com (H) and a Chartered Accountant. Prior to joining Reliance Mutual Fund Ltd. as a fund manager, she has worked with National Insurance Company as a Money Maker Instruments and D.C Dharewa & Co.

Investment Objective

The scheme seeks to generate capital appreciation over a period of ten years by investing predominantly in equity and equity-related instruments of companies along with income tax benefit.

RETURNS CALCULATOR for Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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End :

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 Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option - - 1.34 0.96 - -
Retirement Fund - - - - - -

PEER COMPARISION of Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Period
Data as on - 13-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 11-02-2015 10.08 13.78 9.61 0.0 0.0
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 16.97 19.55 15.77 21.82 0.0
Tata Retirement Savings Fund Moderate -Regular Plan (Growth) 01-11-2011 14.17 16.77 13.74 21.95 0.0
HDFC Retirement Savings Fund - Hybrid - Equity Plan - Regular Plan 25-02-2016 9.65 14.18 0.0 0.0 0.0
HDFC Retirement Savings Fund - Equity Plan - Regular Plan 25-02-2016 8.75 14.47 0.0 0.0 0.0
UTI - Retirement Benefit Pension Fund - Regular Plan 26-12-1994 6.29 9.01 8.94 12.31 9.98
Tata Retirement Savings Fund Regular Plan-Conservative Plan (Growth) 01-11-2011 5.3 8.14 8.75 11.33 0.0
Franklin India Pension Plan-Growth 31-03-1997 5.17 6.19 7.21 13.07 10.07
HDFC Retirement Savings Fund - Hybrid - Debt Plan - Regular Plan 26-02-2016 3.69 7.5 0.0 0.0 0.0
Reliance Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 11-02-2015 -1.37 3.25 5.61 0.0 0.0

PORTFOLIO ANALYSIS of Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Asset Allocation (%)

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