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you are here: Moneycontrol Mutual Funds Aggressive Hybrid Fund Reliance Mutual Fund Reliance Equity Hybrid Fund - Direct Plan (G)

Reliance Equity Hybrid Fund - Direct Plan (G)

Previous Name: Reliance Regular Savings Fund - Balanced Option - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 118794
59.453 0.23 ( 0.40 %)
NAV as on 14 Aug, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
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Info

Average performance in the category

The scheme is ranked 3 in Aggressive Hybrid Fund category by Crisil (for quarter ended Jun 2018 ) rank unchanged 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.

Reliance Regular Savings Fund - Balanced Option has been renamed as Reliance Equity Hybrid Fund w.e.f. April 28, 2018

Chart

  • Benchmark Index

  • View Historic Graph

Returns (NAV as on Aug 14, 2018)
Period Returns(%) Rank#
1 Month 3.2 15
3 Months 1.2 27
6 Months 2.2 29
1 Year 8.7 16
2 Years 14.6 4
3 Years 12.2 3
5 Years 20.6 2

# Moneycontrol Rank within 49 Aggressive Hybrid Fund Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -3.1 1.4 - - -
2017 10.9 5.8 3.9 5.9 31.1
2016 -3.9 6.5 5.8 -4.6 5.4
2015 3.8 -0.3 0.1 3.6 9.1
2014 6.8 19.2 6.4 5.8 44.1
2013 -7.8 1.1 -4.7 13.3 3.1

View where it stands within its peers

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Performance

Fund returns v/s Category average (Aggressive Hybrid Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 3.2 1.2 2.2 8.7 14.6 12.2 20.6
Category average 2 1 1.4 8.9 9.7 8.3 14
Difference of Fund returns and Category returns 1.2 0.2 0.8 -0.2 4.9 3.9 6.6
Best of Category 4.2 5.5 9 16.4 19.2 15.6 21.6
Worst of Category 1.4 0.3 -2.5 5.4 6.3 4 9.7
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

The primary investment objective of this option is to generate consistent return and appreciation of capital by investing in a mix of securities comprising of equity, equity related instruments and fixed income instruments.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Feb 01, 2013

  • Benchmark:

    CRISIL Balance Fund

  • Asset size (Rs Cr):

    517.69 ( Mar 31, 2018 )

  • Asset Date:

    Mar 31, 2018

  • Minimum Investment:

    Rs.500

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Sanjay Parekh, Amit Tripathi
    View performance of schemes managed by the Fund Manager

  • Notes:

    Reliance Regular Savings Fund - Balanced Option has been renamed as Reliance Equity Hybrid Fund w.e.f. April 28, 2018

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    1.00%

  • Load Comments:

    Exit load of 1%, if redeemed/switched out on or before completion of 1 Year from the date of allotment of units, After 1 Yr Nil

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Aditya Birla Sun Life Equity Hybrid '95 Fund (G) 12,906.86 768.3 1.4 2.1 6.3 10.0 18.5
HDFC Hybrid Equity Fund (G) 18,494.97 52.5 0.3 0.3 6.5 10.6 20.5
HDFC Hybrid Equity Fund - Direct Plan (G) 3,511.21 54.3 0.7 0.9 7.8 11.9 21.6
Reliance Equity Hybrid Fund - Direct Plan (G) 517.69 59.5 1.2 2.2 8.7 12.2 20.6
Reliance Equity Hybrid Fund (G) 8,754.06 55.8 0.9 1.5 7.1 10.6 19.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jul 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 1,174.76 8.27
Grasim Conglomerates 819.22 5.77
Infosys Technology 668.62 4.71
Reliance Oil & Gas 535.39 3.77
ICICI Bank Banking/Finance 493.16 3.47
Larsen Engineering 430.57 3.03
Bharat Fin Banking/Finance 424.60 2.99
SBI Banking/Finance 410.00 2.98
HDFC Banking/Finance 422.72 2.89
JSW Steel Metals & Mining 378.79 2.67
Asset Allocation (%) As on Jul 31, 2018
Equity 71.32
Others 0.74
Debt 23.06
Mutual Funds 1.26
Money Market 0.45
Cash / Call 3.17
Sector Allocation (%) As on Jul 31, 2018
Sector %
Banking/Finance 24.31
Automotive 7.70
Metals & Mining 7.01
Conglomerates 6.11
Oil & Gas 5.75
Technology 4.88
Concentration As on Jul 31, 2018
Holdings %
Top 5 25.99
Top 10 71.32
Sectors %
Top 3 39.02
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