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Reliance Top 200 Fund - Retail Plan (G)

PLAN: Retail OPTIONS: Growth
23.915 0.01 (0.03%)

NAV as on 28 May, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
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 Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Reliance Equity Advantage Fund renamed as Reliance Top 200 Fund, with effect from August 26, 2011.
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 28 May, 2015)

Period Returns (%) Rank #
1 mth 1.4 105
3 mth -6.0 165
6 mth 0.9 121
1 year 29.8 70
2 year 30.2 55
3 year 25.8 30
5 year 15.7 16

# Moneycontrol Rank within 244 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 4.8 - - - -
2014 8.2 22.4 5.5 10.7 -
2013 -7.0 -1.5 -3.7 14.1 3.3
2012 20.6 0.1 9.5 4.5 40.3
2011 -5.5 -0.8 -12.6 -8.5 -26.8
2010 -1.4 5.3 14.3 -1.4 18.5

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 1.4 -6.0 0.9 29.8 30.2 25.8 15.7
Category avg 1.4 -4.0 1.7 20.9 18.8 14.9 8.0
Difference of Fund returns and Category returns 0.0 -2.0 -0.8 8.9 11.4 10.9 7.7
Best of category 7.5 4.8 14.2 61.8 50.0 41.1 24.0
Worst of category -1.3 -25.0 -17.2 -16.5 2.0 7.4 3.4
Benchmark returns # 1.1 -5.1 -0.7 16.9 19.1 19.8 10.3
Difference of Fund returns and Benchmark returns 0.3 -0.9 1.6 12.9 11.1 6.0 5.4
Reliance Top 200 Fund - Retail Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of BSE 200 Index. 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 Jun 12, 2007
Benchmark S&P BSE 200
Asset Size (Rs cr) 1,102.75 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Ashwani Kumar / Shailesh Raj Bhan
View performance of schemes managed by the Fund Manager
Notes Reliance Equity Advantage Fund renamed as Reliance Top 200 Fund, with effect from August 26, 2011.

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
731.91 -5.1 0.3 32.9 -- --
Reliance Equity Oppor - RP (G) Rank 2
10,512.16 -5.2 0.0 32.0 27.2 19.0
HDFC Equity Fund (G) Rank 4
16,359.53 -5.7 -4.7 17.3 23.4 13.9
HDFC Equity Fund - Direct (G) Not Ranked
2,361.64 -5.6 -4.3 18.2 -- --
Reliance Equity Oppor - IP (G) Not Ranked
9.07 -5.2 0.1 32.3 27.5 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Tata Motors Automotive 64.35 5.23
Maruti Suzuki Automotive 63.34 5.15
Infosys Technology 58.27 4.74
ICICI Bank Banking/Finance 56.30 4.58
SBI Banking/Finance 54.19 4.40
HDFC Bank Banking/Finance 49.45 4.02
Larsen Engineering 48.94 3.98
Bharat Forge Manufacturing 48.94 3.98
Divis Labs Pharmaceuticals 48.65 3.95
Axis Bank Banking/Finance 48.26 3.92

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 22.38 25.02 20.27
Engineering 18.04 19.36 15.60
Automotive 14.31 14.31 7.20
Technology 10.57 18.69 10.57
Oil & Gas 9.51 9.54 4.55
Pharmaceuticals 8.11 9.14 7.06

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 99.21
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 1.09
Cash / Call -0.30

View All

Concentration

Holdings (%)
Top 5 24.10
Top 10 43.95
Sector (%)
Top 3 54.73

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