1. Advisorkhoj
  2. Reliance Top 200 Fund- Dividend Plan

Reliance Top 200 Fund- Dividend Plan

Category: Equity Funds Large Cap
Launch Date: 08-08-2007
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.02% As on (31-07-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,148.54 Cr As on (31-07-2017)
Turn over: 168.0
NAV as on


CAGR Since Inception


S&P BSE 200 13.81%

PERFORMANCE of Reliance Top 200 Fund- Dividend Plan

Scheme Performance (%)

Data as on - 22-03-2018

Yearly Performance (%)

Fund Managers

Mr. Sailesh Raj Bhan, Mr. Ashwani Kumar

Mr. Bhan is an MBA (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with ICFAI, Shah & Sequeira Investment Pvt. Ltd. and Emkay Share & Stock Broker Pvt. Ltd.

Investment Objective

The scheme will invest in equity or equity related instruments of companies whose market capitalization is within the range of highest and lowest market capitalization of BSE 200 index.

RETURNS CALCULATOR for Reliance Top 200 Fund- Dividend 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.



Key Performance and Risk Statistics of Reliance Top 200 Fund- Dividend Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Top 200 Fund- Dividend Plan 14.6 0.86 5.2 1.0 - -
Equity Funds Large Cap

PEER COMPARISION of Reliance Top 200 Fund- Dividend Plan

Data as on - 22-03-2018
Scheme Name Launch
Ret (%)
Ret (%)
Ret (%)
Ret (%)
Ret (%)

PORTFOLIO ANALYSIS of Reliance Top 200 Fund- Dividend Plan

Asset Allocation (%)

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