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 500 TRI |
| Expense Ratio: 2.47% As on (31-01-2019) |
| Status: Open Ended Schemes(Solution Oriented Scheme - Retirement Fund) for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,366.07 Cr As on (31-01-2019) |
| Turn over: 63% |
PERFORMANCE of Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Scheme Performance (%)
Data as on - 21-02-2019Yearly 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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
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 | - | - | - | - | - | - |
