The scheme is ranked 2 in Small & Mid Cap category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
# Moneycontrol Rank within 143 Small & Mid Cap Schemes
*Returns over 1 year are Annualised
* Calculation Remark - Dividends are reinvested at the rate of return
|Difference of Fund returns and Category returns||-0.1||-0.5||0.5||2.9||12||11.9||0|
|Best of Category||1.7||0.1||11.7||29.8||34.2||20.4||34.9|
|Worst of Category||-9.6||-20.8||-24.3||-14.1||3.3||3.7||14|
|Benchmark returns #||-5.6||-13.5||-19.8||-1.7||14.3||10.2||0|
|Difference of Fund returns and Benchmark returns||1.2||2.8||7.1||4.4||8.7||9.3||0|
To generate long-term capital appreciation from a diversifi ed portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.rnEmerging companies are businesses which are typically in the early stage of development and have the potential to grow their revenues and profi ts at a higher rate as compared to broader market.
May 06, 2014
S&P BSE SMALLCAP
3830.1 ( Jun 30, 2018 )
Jun 30, 2018
S. N. Lahiri / Abhijeet Dakshikar
View performance of schemes managed by the Fund Manager
Exit Load of 1% For redemptions within 1 year from the date of allotment or purchase applying first in first out basis.
|Fund||Crisil Rank||Assets(Rs Cr.)||Current NAV||3mth(%)||6mth(%)||1yr(%)||3yr(%)||5yr(%)|
|HDFC Mid-Cap Opportunities Fund (G)||17,969.28||55.3||-6.4||-8.1||3.3||12.7||25.8|
|Sundaram Mid Cap Fund - Direct Plan (G)||553.30||486.6||-9.9||-12.7||-1.0||10.4||25.4|
|Sundaram Mid Cap Fund - Institutional Plan (G)||0.17||496.7||-9.9||-12.7||-1.0||10.4||25.4|
|Sundaram Mid Cap Fund - Regular Plan (G)||5,736.06||472.3||-10.0||-13.0||-1.7||9.8||24.7|
|Reliance Small Cap Fund (G)||5,855.32||39.8||-13.9||-17.8||1.4||15.6||33.6|
|Future Retail||Retail & Real Estate||92.81||2.20|
|Cash / Call||9.36|
|Retail & Real Estate||8.14|
Jun 27, 2018
Reliance Mutuals Nivesh Lakshya: Generating long term returns from debt in a falling interest rate scenario The fund invests in government securities and you can gain from the falling interest rates, if you hold till maturity, for 25-30 years. The Reliance Nivesh Lakshya has no minimum lock-in period, which is helpful in case you want to withdraw your money in the event of an emergency.