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Reliance Equity Opportunities Fund - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
73.471 0.54 (0.73%)

NAV as on 21 Nov, 2014

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) down from Rank 2 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

Benchmark Index:
 
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Returns (NAV as on 21 Nov, 2014)

Period Returns (%) Rank #
1 mth 9.3 13
3 mth 17.4 7
6 mth 32.4 23
1 year 75.1 16
2 year 32.8 14
3 year 32.1 6
5 year 22.0 2

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.6 23.8 7.1 - -
2013 -7.9 -3.1 -4.3 19.5 3.8
2012 21.1 1.4 10.7 5.4 47.5
2011 -7.3 2.6 -8.9 -8.5 -21.9
2010 5.4 5.0 18.3 -2.6 30.2
2009 -6.4 47.5 27.4 -0.2 103.8

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 9.3 17.4 32.4 75.1 32.8 32.1 22.0
Category avg 6.7 9.7 21.1 47.9 11.8 10.1 5.2
Difference of Fund returns and Category returns 2.6 7.7 11.3 27.2 21.0 22.0 16.8
Best of category 12.6 19.6 45.0 85.6 50.5 40.5 23.2
Worst of category -5.6 -19.3 -1.0 14.7 11.5 7.5 -6.5
Benchmark returns # 6.9 7.0 16.1 42.4 23.2 21.3 10.3
Difference of Fund returns and Benchmark returns 2.4 10.4 16.3 32.7 9.6 10.8 11.7
Reliance Equity Opportunities Fund - Retail Plan (G) Review by Crisil - Rating: 3 (Rank 3 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 Growth
Launch date Mar 07, 2005
Benchmark S&P BSE 100
Asset Size (Rs cr) 7,603.88 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. 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) Not Ranked
1,523.73 9.3 21.6 71.3 -- --
HDFC Equity Fund (G) Rank 3
14,114.11 9.1 21.2 70.1 27.5 16.1
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 17.4 32.4 75.1 32.1 22.0
Reliance Equity Oppor - IP (G) Not Ranked
7.49 17.4 32.5 75.5 32.4 -6.5
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 17.6 32.9 76.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 513.39 5.42
Divis Labs Pharmaceuticals 488.54 5.16
SBI Banking/Finance 405.42 4.28
Infosys Technology 364.61 3.85
Cummins Engineering 357.21 3.77
Trent Retail & Real Estate 338.42 3.57
Bharat Forge Manufacturing 333.36 3.52
Larsen Engineering 331.09 3.50
ICICI Bank Banking/Finance 325.33 3.43
Maruti Suzuki Automotive 300.35 3.17

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Engineering 17.12 17.12 13.12
Banking/Finance 16.57 17.53 14.41
Pharmaceuticals 12.40 16.43 11.93
Technology 9.42 16.35 9.42
Retail & Real Estate 8.93 12.23 8.93
Manufacturing 6.94 8.37 4.88

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 98.56
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 1.36
Cash / Call 0.08

View All

Concentration

Holdings (%)
Top 5 22.48
Top 10 39.67
Sector (%)
Top 3 46.09

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