Reliance Equity Hybrid Fund Add to compare
52.1128
0.2035
(0.39%)
1 day change as on 15 Oct 2018
Investment Objective: Reliance RSF Balanced Option endeavors to generate superior risk adjusted returns by investing in a combination of Equities and Fixed Income instruments. The fund attempts to optimize the benefit of Equity Growth potential with relative stability of fixed income investments. On the equity space the fund invests primarily in the large cap with a tactical exposure to emerging leaders to generate alpha. The fixed income strategy is focused on generating higher accrual through investments in high quality instruments with a moderate duration.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 14059.69
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Month to 12 Month; Exit Load is 1% 500
Launch Date Fund Manager Last Dividend
08-06-2005 Amit Tripathi,Sanjay Parekh 0.00
Benchmark Email / Website Bonus
CRISIL Hybrid 35+65 - Aggressive Index customer_care@reliancemutual.com / www.reliancemutual.com
AMC Name
Reliance Nippon Life Asset Management Limited
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Reliance Equity Hybrid Fund 13602.82 -7.95 -3.72 -4.66 -2.60 8.76 16.46 13.15
Sundaram Equity Hybrid Fund 1259.26 -6.62 -3.48 -0.74 4.35 9.63 10.96 12.23
JM Equity Hybrid Fund 3595.97 -3.03 -1.14 1.16 1.32 6.16 11.56 11.64
Quant Opportunities Fund 12.18 -9.18 -5.07 -5.32 1.27 6.78 10.93 10.06
Mirae Asset Hybrid - Equity Fund 1315.71 -5.98 -1.64 -0.02 1.25 10.63 -- 9.67
HDFC Childrens Gift Fund 2320.52 -6.48 -3.14 -3.66 1.09 10.08 16.26 16.4
Top 10 Holdings
Company Name Sector Name Asset %
Tata Motors Ltd. Automobile 2.2
Maruti Suzuki India Ltd. Automobile 2.07
IRB Invit Fund Financial Services 1.24
Motherson Sumi Systems Ltd. Automobile 0.94
Current Assets Current Assets 0.53
 
Company Name Sector Name Asset %
Mahindra & Mahindra Ltd. Automobile 0.52
10.15 UP Power Corporation Ltd. Jan 20 2028 Energy 0.43
RattanIndia Finance Pvt. Ltd. (65D) Financial Services 0.43
Hero MotoCorp Ltd. Automobile 0.4
8.66 Nuvoco Vistas Corporation Ltd. Sep 14 2021 Cement & Cement Products 0.36
AUM Movement
Asset Allocation