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Reliance Short Term Fund-Growth Plan

Category: Debt: Short Duration
Launch Date: 18-12-2002
Asset Class: Fixed Interest
Benchmark: Crisil Short Term Bond Fund Index
Expense Ratio: 1.08% As on (31-08-2018)
Status: Open Ended Schemes(Debt Scheme - Short Duration Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 10,306.08 Cr As on (31-08-2018)
Turn over: -
NAV as on 24-09-2018

32.9814

-0.05 (-0.1401%)

CAGR Since Inception

7.86%

PERFORMANCE of Reliance Short Term Fund-Growth Plan

Scheme Performance (%)

Data as on - 24-09-2018

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 stable returns for investors with a short-term investment horizon by investing in fixed income securities of a short-term maturity.

RETURNS CALCULATOR for Reliance Short Term Fund-Growth 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.

Riskometer

riskometer

Key Performance and Risk Statistics of Reliance Short Term Fund-Growth Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Short Term Fund-Growth Plan 1.52 3.7 -1.88 1.26 7.12 2.63
Debt: Short Duration - - - - - -

PEER COMPARISION of Reliance Short Term Fund-Growth Plan

Period
Data as on - 24-09-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Reliance Short Term Fund-Growth Plan 18-12-2002 3.29 5.28 6.79 8.06 8.31
Franklin India Short-Term Income Plan-Growth 31-01-2002 5.93 7.96 8.01 9.15 9.16
Baroda Pioneer Short Term Bond Fund - Plan A - Growth Option 30-06-2010 5.74 7.12 7.87 8.52 0.0
Indiabulls Short Term Fund - Regular Plan - Growth Option 13-09-2013 5.39 6.32 7.42 7.89 0.0
HDFC Short Term Debt Fund - Growth Option 25-06-2010 5.17 6.4 7.38 8.44 0.0
BNP PARIBAS Short Term Fund-Regular Plan-Growth Option 13-09-2004 4.73 5.98 7.11 7.94 7.82
Union Short Term Fund - Growth Option 24-04-2012 4.69 5.41 6.04 7.2 0.0
BNP PARIBAS SHORT TERM FUND GROWTH OPTION 13-09-2004 4.64 5.92 6.96 7.86 4.88
IDBI Short Term Bond Fund Growth 23-03-2011 4.59 5.49 6.39 7.55 0.0
JM Short Term Fund - Growth Option 04-04-2003 4.55 5.73 7.01 7.75 8.67

PORTFOLIO ANALYSIS of Reliance Short Term Fund-Growth Plan

Asset Allocation (%)

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