Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Fund Family Reliance Mutual Fund
Fund Class Small & Mid Cap
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
No Data to display
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | - | - |
| 3 mth | - | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2010 | 5.5 | - | - | - | 5.5 |
| 2009 | -6.4 | 47.5 | 27.4 | -0.2 | 103.8 |
| 2008 | -31.8 | -14.2 | -1.3 | -21.2 | -56.0 |
| 2007 | - | - | 8.5 | 26.1 | 37.6 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Small & Mid Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -- | -- | -- | -- | -- | -- | -- |
| Category avg | -4.4 | -0.2 | -8.9 | 12.5 | 4.0 | 2.5 | 6.4 |
| Difference of Fund returns and Category returns | -- | -- | -- | -- | -- | -- | -- |
| Best of category | 0.3 | 8.0 | -1.3 | 27.1 | 14.5 | 14.4 | 17.8 |
| Worst of category | -9.2 | -8.8 | -22.8 | -7.4 | -7.0 | -10.4 | -4.4 |
| Benchmark returns # | -5.8 | -0.6 | -2.5 | 15.0 | 4.4 | 2.5 | 4.2 |
| Difference of Fund returns and Benchmark returns | -- | -- | -- | -- | -- | -- | -- |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Bonus |
| Launch date | Aug 08, 2007 |
| Benchmark | S&P BSE 100 |
| Asset Size (Rs cr) | 5.64 (Oct-31-2007) |
| Minimum Investment | Rs.50000000 |
| Last Dividend | N.A. 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 |
| 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. |
| 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 |
| response@reliancemutual.com | |
| Website | http://www.reliancemutual.com/ |
| Small & Mid Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 0.6 | -5.0 | 13.5 | 7.8 | 13.7 |
| Birla SL Dividend Yield (G) | Rank 3 |
1,333.07 | -2.8 | -9.4 | 4.7 | 2.9 | 13.5 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 1.9 | -6.3 | 17.4 | 4.7 | 10.4 |
| Birla Sun Life Midcap Fund -A (G) | Rank 4 |
1,176.05 | 0.9 | -6.3 | 14.9 | 1.2 | 7.8 |
| DSP-BR Small & Mid Cap -RP (G) | Rank 3 |
1,158.90 | -2.0 | -13.8 | 9.1 | 1.6 | 10.6 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
What IRDA's latest mandate on ULIPs mean
May 14, 2013 at 15:35 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
