Based on 1,3,5 Yr performance,
stability of returns.
It is the Category Rank and
not the Sub-category Rank.
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| Asset Size: | 8050Cr | ||
| Expense Ratio: | 2.29% | ||
| Fund Manager(s): | Samir Rachh, | Dhrumil Shah, | Kinjal Desai, |
| 5year Returns: | 19.14% |
Reliance Small Cap Fund - Growth
Equity
Small-Cap
Nav :
39.3252
(
0.19%)
May 22nd, 2019
Rank (of 245)
41
Annualized Returns(5 yrs)
19.14%
Investment Horizon
>5 Yr
Doubled Money
4yrs 0m
Equity
Small-Cap
Nav :
39.3252
(
0.19%)
May 22nd, 2019
People currently viewing this : 1
Upwardly's Take :
This fund has higher ups and downs (volatility) than other equity funds but can yield much better returns. Invest in this fund for an investment horizon of at least 5 years to give best results.
Ideal for long term goals like retirement, kids' education, seed fund for own startup. Don't look at returns of these funds in the short-term.
FUND PAST PERFORMANCE
Fund's historical return with Fixed Deposit
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 the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.
Basic Details
Fund House
Reliance
Launch Date
September 16th, 2010
Expense Ratio
2.29%
Fund Category Risk
High
Std Dev (1Yr)
20.136
Std Dev (3Yr)
18.139
Std Dev (5Yr)
21.312
Asset Size
8050Cr
Investment Details
Investment Plan
Growth
Return since Launch
17.09 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
Contact Details
Fund Manager(s)
Phone No.
+91 22 30994600/30301111
Website