Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > Reliance Mutual Fund > Reliance Growth Fund - Retail Plan (G)

Reliance Growth Fund - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
1,100.172 12.43 (1.14%)

NAV as on 25 May, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 25 May, 2018)

Period Returns (%) Rank #
1 mth -3.5 213
3 mth -2.8 175
6 mth -5.2 179
1 year 11.8 79
2 year 19.8 91
3 year 10.9 96
5 year 19.2 59

# Moneycontrol Rank within 227 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -10.2 - - - -
2017 15.3 4.7 2.6 13.4 43.1
2016 -9.9 12.5 9.4 -9.5 3.0
2015 5.8 -1.8 -1.3 1.4 6.2
2014 3.5 29.3 6.6 7.4 53.9
2013 -12.9 -2.9 -3.6 15.3 -3.3

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 -3.5 -2.8 -5.2 11.8 19.8 10.9 19.2
Category avg -3.1 -2.2 -2.9 9.8 17.1 8.8 11.4
Difference of Fund returns and Category returns -0.4 -0.6 -2.3 2.0 2.7 2.1 7.8
Best of category 2.6 7.6 11.8 34.7 38.8 24.2 28.4
Worst of category -5.5 -18.3 -22.3 -15.7 3.7 0.6 6.9
Benchmark returns # -5.3 -4.7 -6.6 11.8 19.8 14.4 --
Difference of Fund returns and Benchmark returns 1.8 1.9 1.4 0.0 0.0 -3.5 19.2
Reliance Growth Fund - Retail Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE MIDCAP

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 09, 1995
Benchmark S&P BSE MIDCAP
Asset Size (Rs cr) 6,566.71 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Manish Gunwani
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 of 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 Multi Cap - Direct (G) Rank 4
1,312.08 -3.0 -4.0 11.6 7.9 17.7
ICICI Pru Dynamic Plan (G) Rank 3
9,495.08 -2.1 -1.6 10.2 10.3 17.9
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 -1.6 -1.1 6.3 7.3 21.3
ICICI Pru Value Discovery - DP (G) Rank 5
2,820.26 -1.3 -0.6 7.4 8.6 22.5
ICICI Pru Dynamic Plan - Direct (G) Rank 2
1,316.71 -1.8 -1.0 11.5 11.4 18.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
Muthoot Finance Banking/Finance 245.80 3.42
Varun Beverages Food & Beverage 232.04 3.23
Cyient Technology 205.35 2.86
Bharat Fin Banking/Finance 191.24 2.66
Vardhman Text Manufacturing 178.68 2.49
SpiceJet Services 173.45 2.42
Cholamandalam Banking/Finance 173.19 2.41
NALCO Metals & Mining 169.84 2.37
Tata Chemicals Chemicals 154.47 2.15
Aditya Birla F Retail & Real Estate 147.08 2.05

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 22.61 18.46 18.46
Manufacturing 7.59 5.36 5.36
Pharmaceuticals 7.20 9.76 9.76
Miscellaneous 6.34 4.00 4.00
Metals & Mining 6.24 6.46 6.46
Utilities 5.98 4.17 4.17

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 96.90
Others 0.49
Debt 0.00
Mutual Funds N.A
Money Market 2.05
Cash / Call 0.56

View All

Concentration

Holdings (%)
Top 5 14.66
Top 10 26.06
Sector (%)
Top 3 37.40

News & Videos

News

Messages & Community

Sections
Follow us on
Available On