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Asset Size:8050Cr
Expense Ratio:2.29%
Fund Manager(s):Samir Rachh,Dhrumil Shah,Kinjal Desai,
5year Returns:19.14%

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Reliance Small Cap Fund - Growth

Reliance       

Equity
Small-Cap

Nav : 39.3252 ( 0.19%) May 22nd, 2019

People currently viewing this : 1

Rank (of 245)

41

Annualized Returns(5 yrs)

19.14%

Investment Horizon

>5 Yr

Doubled Money

4yrs 0m

Returns since September 16th, 2010

17.09%

* One Time Investment are not Available in this Fund
Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

1.8Cr

Projected Maturity Amount

2.4Cr

Reliance     

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.

* One Time Investment are not Available in this Fund
Min Investment ₹100

Amount Invested

57.2L

Projected Wealth Gained

1.8Cr

Projected Maturity Amount

2.4Cr

Rank (of 245)

41

Annualized Returns(5 yrs)

19.14%

Investment Horizon

>5 Yr

Doubled Money

4yrs 0m

Returns since September 16th, 2010

17.09%

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 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1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)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
Phone No.
+91 22 30994600/30301111