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Reliance Equity Opportunities Fund - Institutional Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
21.954 0.15 (0.70%)

NAV as on 25 Apr, 2017

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 Jun 2017) 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 25 Apr, 2017)

Period Returns (%) Rank #
1 mth 5.9 6
3 mth 13.5 3
6 mth 8.2 160
1 year 21.5 65
2 year 7.0 221
3 year 18.1 47
5 year 17.8 38

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.8 2.5 - - -
2016 -11.3 7.2 3.6 -8.7 -7.1
2015 2.1 -4.1 -1.8 2.7 0.8
2014 7.6 23.9 7.1 11.9 60.0
2013 -7.8 -3.0 -4.2 19.5 4.0
2012 21.2 1.5 10.7 5.5 47.8

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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 5.9 13.5 8.2 21.5 7.0 18.1 17.8
Category avg 0.9 3.1 8.7 16.4 13.4 11.1 9.8
Difference of Fund returns and Category returns 5.0 10.4 -0.5 5.1 -6.4 7.0 8.0
Best of category 7.5 16.9 21.3 32.6 27.6 27.1 27.8
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # -0.3 2.8 11.7 17.9 12.1 9.9 13.1
Difference of Fund returns and Benchmark returns 6.2 10.7 -3.5 3.6 -5.1 8.2 4.7
# 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) 2.56 (Jun-30-2017)
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 (%)
ICICI Pru Value Discovery Fund (G) Rank 4
14,542.94 2.2 5.8 10.4 12.9 20.8
HDFC Equity Fund (G) Rank 3
14,575.34 -0.7 7.8 15.2 10.7 16.0
ICICI Pru Value Discovery - DP (G) Rank 4
2,695.17 2.4 6.4 11.7 14.2 --
Franklin India Prima Plus (G) Rank 3
9,426.19 1.6 9.0 14.5 15.0 18.8
Motilal Focused Multicap 35 -RP (G) Rank 1
4,970.70 6.5 12.3 27.3 25.9 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 17)

Equity Sector Value
(Rs cr)
Asset %
SBI Banking/Finance 0.18 7.14
ICICI Bank Banking/Finance 0.14 5.64
Indian Hotels Services 0.14 5.43
Larsen Engineering 0.12 4.84
HCL Tech Technology 0.10 3.92
HDFC Bank Banking/Finance 0.10 3.89
GE T&D India Engineering 0.09 3.45
Infosys Technology 0.09 3.45
Divis Labs Pharmaceuticals 0.09 3.33
Max Financial Manufacturing 0.08 3.23

Full Portfolio

Sector Allocation (Jun 30, 17)

Sector %

1-Year

HighLow

Banking/Finance 21.36 0.00 0.00
Engineering 14.81 0.00 0.00
Retail & Real Estate 9.05 0.00 0.00
Manufacturing 8.77 0.00 0.00
Technology 7.37 0.00 0.00
Services 7.35 0.00 0.00

View All Sectors

Asset Allocation (%)(Jun 30, 17)

Equity 97.93
Others 0.87
Debt 0.00
Mutual Funds N.A
Money Market 1.33
Cash / Call -0.13

View All

Concentration

Holdings (%)
Top 5 26.97
Top 10 44.32
Sector (%)
Top 3 45.22

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