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Reliance Equity Hybrid Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
57.242 0.23 (0.41%)

NAV as on 22 May, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Reliance Mutual Fund FUND CLASS : Balanced
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Balanced 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.

View Top ranked funds in this category

Close Reliance Regular Savings Fund - Balanced Option has been renamed as Reliance Equity Hybrid Fund w.e.f. April 28, 2018
Benchmark Index:
 
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Returns (NAV as on 22 May, 2018)

Period Returns (%) Rank #
1 mth -2.0 43
3 mth -0.1 42
6 mth -1.1 41
1 year 12.0 9
2 year 17.9 5
3 year 12.5 3
5 year 17.9 7

# Moneycontrol Rank within 65 Balanced Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 10.9 5.8 3.9 5.9 31.1
2016 -3.9 6.5 5.8 -4.6 5.4
2015 3.8 -0.3 0.1 3.6 9.1
2014 6.8 19.2 6.4 5.8 44.1
2013 -7.8 1.1 -4.7 13.3 3.1

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 (Balanced)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -2.0 -0.1 -1.1 12.0 17.9 12.5 17.9
Category avg -2.0 -0.3 -1.2 6.8 12.5 7.1 10.8
Difference of Fund returns and Category returns 0.0 0.2 0.1 5.2 5.4 5.4 7.1
Best of category 0.2 3.4 3.7 17.1 24.2 15.2 19.5
Worst of category -2.9 -3.3 -6.9 1.7 9.8 2.4 8.6
Reliance Equity Hybrid Fund - Direct Plan (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 01, 2013
Benchmark CRISIL Balance Fund
Asset Size (Rs cr) 517.69 (Mar-31-2018)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Sanjay Parekh, Amit Tripathi
View performance of schemes managed by the Fund Manager
Notes Reliance Regular Savings Fund - Balanced Option has been renamed as Reliance Equity Hybrid Fund w.e.f. April 28, 2018

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 Year from the date of allotment of units, After 1 Yr Nil

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

Balanced Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Balanced Fund (G) Rank 1
16,886.60 -0.7 -1.5 8.8 10.8 18.4
HDFC Prudence Fund - Direct (G) Rank 3
2,616.91 -3.0 -6.4 4.3 10.3 16.5
HDFC Balanced Fund - Direct (G) Rank 2
3,110.58 -0.3 -0.9 10.1 12.1 19.5
ICICI Prudential Equity & Debt (G) Rank 2
24,904.32 -1.6 -2.7 7.2 10.8 17.1
ICICI Prudential Equity & Debt - D (G) Rank 2
2,169.61 -1.3 -2.0 8.8 12.3 18.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 1,184.09 8.82
Grasim Conglomerates 767.21 5.71
Infosys Technology 587.51 4.38
Bharat Fin Banking/Finance 504.70 3.76
Larsen Engineering 463.17 3.45
Reliance Oil & Gas 372.32 2.77
ICICI Bank Banking/Finance 360.58 2.69
HDFC Banking/Finance 357.74 2.66
JSW Steel Metals & Mining 323.41 2.41
Kotak Mahindra Banking/Finance 318.46 2.37

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 24.39 27.13 27.13
Automotive 6.82 5.56 5.56
Metals & Mining 6.75 4.97 4.97
Conglomerates 6.10 5.89 5.89
Oil & Gas 5.67 6.20 6.20
Engineering 4.73 4.26 4.26

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 70.42
Others 0.43
Debt 27.21
Mutual Funds 1.45
Money Market 0.99
Cash / Call -0.50

View All

Concentration

Holdings (%)
Top 5 26.12
Top 10 39.02
Sector (%)
Top 3 37.96

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