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Reliance Vision Fund-GROWTH PLAN-Growth Option

Category: Equity Funds Large Cap
Launch Date: 08-10-1995
Asset Class: Equity
Benchmark: S&P BSE 100
Expense Ratio: 2.03% As on (31-03-2018)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,245.08 Cr As on (31-03-2018)
Turn over: 124%
NAV as on 18-05-2018

522.5152

-9.47 (-1.8125%)

CAGR Since Inception

19.11%

S&P BSE 100 14.1%

PERFORMANCE of Reliance Vision Fund-GROWTH PLAN-Growth Option

Scheme Performance (%)

Data as on - 18-05-2018

Yearly Performance (%)

Fund Managers

Mr. Ashwani Kumar

Mr. Kumar is a B.Sc and MBA in Finance. Prior to joining Reliance Mutual Fund he has worked with Zurich Asset Management Co. Ltd.

Investment Objective

The fund seeks capital appreciation by investing in larger stocks with good fundamentals and good long-term prospects.

RETURNS CALCULATOR for Reliance Vision Fund-GROWTH PLAN-Growth Option

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 Vision Fund-GROWTH PLAN-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Vision Fund-GROWTH PLAN-Growth Option 15.16 0.14 5.96 1.03 - -
Equity Funds Large Cap - - - - - -

PEER COMPARISION of Reliance Vision Fund-GROWTH PLAN-Growth Option

Period
Data as on - 18-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Reliance Vision Fund-Growth Plan-Growth Option 08-10-1995 1.24 12.67 5.84 13.89 8.86
UTI Bluechip Flexicap Fund - Regular Plan - Growth option 30-01-2006 23.69 21.82 12.85 16.02 9.09
IDFC Focused Equity Fund-Regular Plan-Growth 16-03-2006 21.53 25.61 12.83 14.73 9.68
Kotak Classic Equity Scheme - Growth 27-07-2005 19.54 21.36 11.89 15.4 11.07
Reliance ETF Consumption 03-04-2014 19.48 20.01 14.41 0.0 0.0
Invesco India Growth Opportunities Fund - Growth 09-08-2007 18.47 21.08 12.43 18.22 11.93
Kotak NV 20 ETF - Dividend 26-11-2015 18.31 18.11 0.0 0.0 0.0
Reliance ETF NV20 ETF 12-06-2015 18.17 17.94 0.0 0.0 0.0
ICICI Prudential NV20 ETF 14-06-2016 17.8 0.0 0.0 0.0 0.0
Sundaram Select Focus-Inst Growth 15-04-2008 16.3 19.82 10.78 13.76 7.82

PORTFOLIO ANALYSIS of Reliance Vision Fund-GROWTH PLAN-Growth Option

Asset Allocation (%)

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