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Reliance Growth Fund - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
1,100.930 4.82 (0.44%)

NAV as on 18 Oct, 2017

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

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Jun 2017) rank unchanged from 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 18 Oct, 2017)

Period Returns (%) Rank #
1 mth -0.2 113
3 mth 4.3 84
6 mth 13.9 49
1 year 18.4 72
2 year 16.1 91
3 year 16.8 66
5 year 18.5 26

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 15.3 4.7 2.6 - -
2016 -9.9 12.5 9.4 -9.5 3.0
2015 5.8 -1.8 -1.3 1.4 6.2
2014 3.5 29.3 6.6 7.4 53.9
2013 -12.9 -2.9 -3.6 15.3 -3.3
2012 19.0 -3.4 9.2 6.7 37.5

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 -0.2 4.3 13.9 18.4 16.1 16.8 18.5
Category avg 0.9 3.1 8.7 16.4 13.4 11.1 9.8
Difference of Fund returns and Category returns -1.1 1.2 5.2 2.0 2.7 5.7 8.7
Best of category 7.5 16.9 21.3 32.6 27.6 27.1 27.8
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 0.3 4.3 12.4 18.5 12.4 10.1 13.1
Difference of Fund returns and Benchmark returns -0.5 0.0 1.5 -0.1 3.7 6.7 5.4
Reliance Growth 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 achieve long term growth of capital by investing in equity and quity related securities through a research based investment approach.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 08, 1995
Benchmark S&P BSE 100
Asset Size (Rs cr) 6,175.07 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Manish Gunwani
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

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 (%)
ICICI Pru Value Discovery Fund (G) Rank 4
14,542.94 2.2 5.8 10.4 12.9 20.8
HDFC Equity Fund (G) Rank 3
14,575.34 -0.7 7.8 15.2 10.7 16.0
ICICI Pru Value Discovery - DP (G) Rank 4
2,695.17 2.4 6.4 11.7 14.2 --
Franklin India Prima Plus (G) Rank 3
9,426.19 1.6 9.0 14.5 15.0 18.8
Motilal Focused Multicap 35 -RP (G) Rank 1
4,970.70 6.5 12.3 27.3 25.9 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Equity Sector Value
(Rs cr)
Asset %
SBI Banking/Finance 258.93 4.17
Muthoot Finance Banking/Finance 248.37 4.00
UPL Chemicals 240.92 3.88
ICICI Bank Banking/Finance 234.09 3.77
Tata Steel Metals & Mining 200.56 3.23
Birla Corp Cement 194.97 3.14
Jindal Saw Metals & Mining 165.17 2.66
HCL Tech Technology 155.85 2.51
Petronet LNG Oil & Gas 137.23 2.21
United Spirits Food & Beverage 135.98 2.19

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 21.75 0.00 0.00
Chemicals 8.08 0.00 0.00
Metals & Mining 6.97 0.00 0.00
Manufacturing 6.83 0.00 0.00
Pharmaceuticals 6.64 0.00 0.00
Cement 6.18 0.00 0.00

View All Sectors

Asset Allocation (%)(Sep 29, 17)

Equity 91.02
Others 2.82
Debt 0.23
Mutual Funds N.A
Money Market 6.50
Cash / Call -0.57

View All

Concentration

Holdings (%)
Top 5 19.05
Top 10 31.76
Sector (%)
Top 3 36.80

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