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Reliance Equity Opportunities Fund - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
67.468 0.9 (1.31%)

NAV as on 28 Apr, 2016

CRISIL MF RANK

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

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Dec 2015) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 28 Apr, 2016)

Period Returns (%) Rank #
1 mth 3.7 173
3 mth -1.0 231
6 mth -8.6 233
1 year -7.0 197
2 year 16.0 109
3 year 16.9 95
5 year 13.2 18

# Moneycontrol Rank within 275 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -11.3 - - - -
2015 2.0 -4.2 -1.9 2.6 0.6
2014 7.6 23.8 7.1 11.8 59.7
2013 -7.9 -3.1 -4.3 19.5 3.8
2012 21.1 1.4 10.7 5.4 47.5
2011 -7.3 2.6 -8.9 -8.5 -21.9

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 3.7 -1.0 -8.6 -7.0 16.0 16.9 13.2
Category avg 4.0 2.9 -3.3 -2.4 12.0 11.0 6.2
Difference of Fund returns and Category returns -0.3 -3.9 -5.3 -4.6 4.0 5.9 7.0
Best of category 7.8 8.4 6.1 11.8 33.7 33.4 20.1
Worst of category -4.6 -5.5 -18.5 -19.0 -7.5 -1.7 -5.8
Benchmark returns # 3.5 6.0 -3.9 -5.2 8.3 10.5 6.4
Difference of Fund returns and Benchmark returns 0.2 -7.0 -4.7 -1.8 7.7 6.4 6.8
Reliance Equity Opportunities Fund - Retail Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# 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 Mar 07, 2005
Benchmark S&P BSE 100
Asset Size (Rs cr) 10,399.26 (Dec-31-2015)
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 (%)
HDFC Equity Fund (G) Rank 5
14,512.78 5.8 -5.3 -7.0 15.1 8.5
ICICI Pru Value Discovery Fund (G) Rank 1
9,705.72 5.4 -1.6 -0.3 26.7 17.6
Reliance Equity Oppor - RP (G) Rank 3
10,399.26 -1.0 -8.6 -7.0 16.9 13.2
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Franklin India Prima Plus (G) Rank 2
5,266.05 6.3 -0.2 3.1 22.1 14.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Equity Sector Value
(Rs cr)
Asset %
SBI Banking/Finance 560.18 5.97
HDFC Bank Banking/Finance 560.18 5.97
ICICI Bank Banking/Finance 448.52 4.78
Indian Hotels Services 420.37 4.48
Divis Labs Pharmaceuticals 373.45 3.98
Axis Bank Banking/Finance 360.32 3.84
Infosys Technology 340.61 3.63
Abbott India Pharmaceuticals 334.04 3.56
Tata Motors Automotive 331.23 3.53
Larsen Engineering 329.35 3.51

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 21.72 21.72 16.48
Engineering 15.38 17.79 15.20
Pharmaceuticals 10.62 12.99 10.62
Retail & Real Estate 10.01 10.01 6.84
Technology 7.90 8.78 7.56
Manufacturing 7.87 8.40 4.64

View All Sectors

Asset Allocation (%)(Mar 31, 16)

Equity 97.61
Others 1.59
Debt 0.00
Mutual Funds N.A
Money Market 0.91
Cash / Call -0.11

View All

Concentration

Holdings (%)
Top 5 25.18
Top 10 43.25
Sector (%)
Top 3 47.72

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