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Asset Size:10833Cr
Expense Ratio:1.77%
Fund Manager(s):Sanjay H Parekh,Amit Tripathi,Kinjal Desai,
5year Returns:8.95%

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Reliance Equity Hybrid Fund Dividend Payout

Reliance       

Balanced Equity
Aggressive Allocation

Nav : 16.2485 ( -1.32%) July 19th, 2019

People currently viewing this : 1

Rank (of 245)

23

Annualized Returns(5 yrs)

8.95%

Investment Horizon

>3 Yr

Doubled Money

8yrs 1m

Returns since April 1st, 2009

16.51%

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

46L

Projected Maturity Amount

1Cr

Reliance     

Balanced Equity
Aggressive Allocation

Nav : 16.2485 ( -1.32%) July 19th, 2019

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

46L

Projected Maturity Amount

1Cr

Rank (of 245)

23

Annualized Returns(5 yrs)

8.95%

Investment Horizon

>3 Yr

Doubled Money

8yrs 1m

Returns since April 1st, 2009

16.51%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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

Basic Details
Fund House
Reliance
Launch Date
April 1st, 2009
Expense Ratio
1.77%
Fund Category Risk
Moderate
Std Dev (1Yr)
12.817
Std Dev (3Yr)
10.308
Std Dev (5Yr)
11.188
Asset Size
10833Cr
Investment Details
Investment Plan
Growth
Return since Launch
16.51 %
Exit Load
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
11.25 %
Modified Duration
1.89
Contact Details
Phone No.
+91 22 30994600/30301111