MARKET RADAR
SENSEX     NIFTY      Refresh
You are here : Moneycontrol > Mutual Funds > Diversified Equity > Reliance Mutual Fund > Reliance Equity Opportunities Fund - Institutional Plan (D)

Reliance Equity Opportunities Fund - Institutional Plan (D) SET SMS ALERT

33.709
0.76 (2.22%)
NAV as on May-23-2013

Fund Family Reliance Mutual Fund

Fund Class Diversified Equity

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL.
View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on May-23-2013)

Period Returns (%) Rank #
1 mth - -
3 mth - -
6 mth - -
1 year - -
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 89 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 -17.7 - - - -
2012 15.9 1.5 10.7 5.5 41.3
2011 -12.8 2.7 -8.8 -8.5 -26.4
2010 5.5 5.0 18.4 -2.5 30.5
2009 -6.4 47.5 27.4 -0.2 103.8
2008 -31.8 -14.2 -1.3 -21.2 -56.0

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 -- -- -- -- -- -- --
Category avg 0.1 -0.8 0.5 15.2 3.2 4.2 4.1
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 6.8 6.2 8.1 31.1 16.5 16.3 15.7
Worst of category -9.6 -10.6 -15.2 -7.2 -11.9 -6.8 -13.2
Benchmark returns # 2.3 1.8 5.9 23.2 4.8 5.5 3.1
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# 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 Dividend
Launch date Aug 08, 2007
Benchmark S&P BSE 100
Asset Size (Rs cr) 10.71 (Mar-30-2013)
Minimum Investment Rs.50000000
Last Dividend Rs.4.00 (Mar-01-2013) View Dividend History
Bonus N.A.
Fund Manager Sailesh Raj Bhan / Viral Berawala
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 Kamala Mills Compound, Trade World, B-Wing, Senapati Bapat Marg, Lower Parel (W), Mumbai, 400013
Tel. No. 022-30994600
Fax No. 91 22 30414899
Email response@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 3
11,165.20 0.1 3.3 17.1 6.2 10.8
Reliance Growth Fund - RP (G) Rank 4
5,175.99 -3.1 -5.1 12.0 1.5 5.1
Reliance Equity Oppor - RP (G) Rank 1
4,956.08 -2.1 -0.8 17.3 10.6 13.3
ICICI Pru Dynamic Plan (G) Rank 2
3,850.96 -2.6 0.3 11.9 6.1 7.9
SBI Contra Fund (G) Rank 3
2,539.41 -1.3 4.2 18.8 3.3 4.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 13)

Equity Sector Value
(Rs cr)
Asset %
Divis Labs Pharmaceuticals 310.53 6.08
SBI Banking/Finance 237.75 4.66
ICICI Bank Banking/Finance 232.73 4.56
Hathway Cable Media 211.87 4.15
Infosys Technology 201.30 3.94
Trent Retail & Real Estate 199.01 3.90
Maruti Suzuki Automotive 168.63 3.30
Sanofi India Pharmaceuticals 160.51 3.14
Cummins Engineering 153.35 3.00
Shoppers Stop Retail & Real Estate 152.77 2.99

Full Portfolio

Sector Allocation (Apr 30, 13)

Sector %

1-Year

HighLow

Banking/Finance 18.11 19.02 12.78
Pharmaceuticals 13.21 15.19 11.61
Engineering 12.10 12.10 8.24
Technology 10.50 13.83 10.50
Retail & Real Estate 9.37 10.15 8.42
Oil & Gas 7.67 7.80 3.05

View All Sectors

Asset Allocation (%)(Apr 30, 13)

Equity 98.48
Others 0.56
Debt 0.00
Mutual Funds N.A
Money Market 1.06
Cash / Call -0.10

View All

Concentration

Holdings (%)
Top 5 23.39
Top 10 39.72
Sector (%)
Top 3 43.42

News & Videos

Messages & Community