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Reliance Equity Opportunities Fund - Institutional Plan (D)

PLAN: Institutional Plan OPTIONS: Dividend
44.899 0.2 (0.45%)

NAV as on 13 Jul, 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

Relatively Weak performance in the category

The scheme is ranked 5 in Diversified Equity category by Crisil (for quarter ended Mar 2017) rank unchanged from last quarter. If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 13 Jul, 2016)

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

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -19.8 7.2 0.7 - -12.2
2015 -7.0 -4.1 -1.8 2.7 -8.2
2014 -0.7 23.9 7.1 11.9 47.6
2013 -17.7 -3.0 -4.2 19.5 -7.2
2012 15.9 1.5 10.7 5.5 41.3

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 -- -- -- -- -- -- --
Category avg 2.1 6.7 18.9 20.6 10.3 10.9 10.2
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 7.5 16.9 37.8 40.9 25.4 41.3 28.7
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 2.1 5.3 20.7 18.0 8.0 9.2 14.1
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
Reliance Equity Opportunities Fund - Institutional Plan (D) Review by Crisil - Rating: 1 (Rank 5 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 Dividend
Launch date Aug 08, 2007
Benchmark S&P BSE 100
Asset Size (Rs cr) 1.65 (Sep-30-2016)
Minimum Investment Rs.5000
Last Dividend Rs.4.25 (Mar-23-2016) 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 - Direct (G) Rank 4
3,971.06 8.3 22.9 26.7 12.7 --
Franklin India Prima Plus (G) Rank 3
8,479.15 3.6 19.0 15.3 17.0 20.2
Franklin (I) Prima Plus -Direct (G) Rank 3
1,704.47 3.9 19.7 16.6 18.3 --
ICICI Pru Value Discovery - DP (G) Rank 3
2,126.45 2.4 14.6 14.7 16.0 --
HDFC Equity Fund (G) Not Ranked
13,046.69 8.1 22.4 25.6 11.8 17.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 30, 16)

Equity Sector Value
(Rs cr)
Asset %
SBI Banking/Finance 0.89 8.42
ICICI Bank Banking/Finance 0.59 5.56
Indian Hotels Services 0.58 5.46
HDFC Bank Banking/Finance 0.50 4.76
Larsen Engineering 0.45 4.26
Divis Labs Pharmaceuticals 0.37 3.53
HCL Tech Technology 0.35 3.30
Max Financial Manufacturing 0.34 3.19
Bharat Forge Manufacturing 0.34 3.18
Tata Motors Automotive 0.32 3.07

Full Portfolio

Sector Allocation (Sep 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 22.10 0.00 0.00
Engineering 13.49 0.00 0.00
Manufacturing 11.04 0.00 0.00
Retail & Real Estate 9.08 0.00 0.00
Pharmaceuticals 7.45 0.00 0.00
Services 7.39 0.00 0.00

View All Sectors

Asset Allocation (%)(Sep 30, 16)

Equity 97.65
Others 0.56
Debt 0.00
Mutual Funds N.A
Money Market 1.50
Cash / Call 0.29

View All

Concentration

Holdings (%)
Top 5 28.46
Top 10 44.73
Sector (%)
Top 3 46.63

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