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Reliance Equity Opportunities Fund - Institutional Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
19.540 0.12 (0.63%)

NAV as on 28 Aug, 2015

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Reliance Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 28 Aug, 2015)

Period Returns (%) Rank #
1 mth -2.6 48
3 mth -1.8 97
6 mth -5.8 125
1 year 15.5 61
2 year 41.6 36
3 year 25.2 19
5 year - 73

# Moneycontrol Rank within 268 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 2.1 -4.1 - - -
2014 7.6 23.9 7.1 11.9 -
2013 -7.8 -3.0 -4.2 19.5 4.0
2012 21.2 1.5 10.7 5.5 47.8
2011 -7.3 2.7 -8.8 -8.5 -21.8
2010 5.5 - - - 5.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -2.6 -1.8 -5.8 15.5 41.6 25.2 --
Category avg -3.5 -2.4 -5.0 8.8 23.6 14.1 6.8
Difference of Fund returns and Category returns 0.9 0.6 -0.8 6.7 18.0 11.1 --
Best of category 7.5 8.1 9.1 38.6 52.9 43.0 22.5
Worst of category -15.8 -17.2 -26.4 -20.5 4.9 4.2 -3.2
Benchmark returns # -3.6 -3.5 -9.4 1.6 24.3 15.4 7.8
Difference of Fund returns and Benchmark returns 1.0 1.7 3.6 13.9 17.3 9.8 --
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

The primary investment objective of the scheme is to seek to generate capital appreciation & provide longterm growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Aug 08, 2007
Benchmark S&P BSE 100
Asset Size (Rs cr) 8.79 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Sailesh Raj Bhan
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load - 1% if redeemed/switched out on or before completion of 1 yrs from the date of allotment.

Contact Details

Regd. Office One India Bulls Centre - Tower One, 11th & 12th floor, Jupiter Mills Compound, Elphinstone Road, Mumbai , 400013
Tel. No. 022-30994600
Fax No. 91 22 30414899
Email customer_care@reliancemutual.com
Website http://www.reliancemutual.com/

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Equity Oppor -Direct (G) Not Ranked
868.10 -1.7 -5.6 16.1 -- --
HDFC Equity Fund (G) Rank 4
15,438.31 -3.7 -7.9 1.5 21.9 10.4
Reliance Equity Oppor - IP (G) Not Ranked
8.79 -1.8 -5.8 15.5 25.2 --
ICICI Pru Value Discovery - DP (G) Not Ranked
730.48 -1.5 -3.3 16.7 -- --
ICICI Pru Value Discovery Fund (G) Rank 1
8,686.06 -1.7 -3.8 15.6 31.6 18.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
SBI Banking/Finance 607.61 5.11
HDFC Bank Banking/Finance 580.86 4.88
Divis Labs Pharmaceuticals 492.45 4.14
Cummins Engineering 456.55 3.84
ICICI Bank Banking/Finance 408.24 3.43
HCL Tech Technology 389.36 3.27
Tata Motors Automotive 383.88 3.23
Bharat Forge Manufacturing 378.84 3.18
Abbott India Pharmaceuticals 376.26 3.16
Alstom T&D Engineering 368.12 3.09

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 18.46 18.46 15.83
Engineering 17.18 18.66 15.86
Pharmaceuticals 12.12 13.00 10.79
Manufacturing 8.27 8.47 6.94
Technology 7.60 9.62 7.60
Retail & Real Estate 7.06 9.66 6.84

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 99.15
Others 0.43
Debt 0.00
Mutual Funds N.A
Money Market 0.49
Cash / Call -0.07

View All

Concentration

Holdings (%)
Top 5 21.40
Top 10 37.33
Sector (%)
Top 3 47.76

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