Reliance Equity Hybrid Fund Add to compare
53.0797
0.187
(0.35%)
1 day change as on 18 Dec 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 13325.62 0.93 -4.68 -2.61 -3.15 9.52 15.56 13.12
Sundaram Equity Hybrid Fund 1322.62 1.97 -2.14 0.44 4.56 11.80 11.01 12.29
Mirae Asset Hybrid - Equity Fund 1404.33 1.52 -0.37 3.13 2.63 12.64 -- 10.51
Canara Robeco Equity Hybrid Fund 1812.38 1.54 -0.70 1.41 2.61 9.84 15.69 11.2
JM Equity Hybrid Fund 3604.40 0.81 -0.76 1.29 2.55 8.07 10.77 11.63
Shriram Hybrid Equity Fund 55.02 1.70 -1.40 0.43 2.45 8.80 10.20 10.17
Top 10 Holdings
Company Name Sector Name Asset %
Maruti Suzuki India Ltd. Automobile 2.34
Tata Motors Ltd. Automobile 1.92
Current Assets Current Assets 1.45
IRB Invit Fund Financial Services 1.18
Motherson Sumi Systems Ltd. Automobile 0.88
 
Company Name Sector Name Asset %
Reverse Repo Current Assets 0.78
Shapoorji Pallonji Finance Pvt. Ltd. (145D) Financial Services 0.73
Mahindra & Mahindra Ltd. Automobile 0.49
10.15 UP Power Corporation Ltd. Jan 20 2028 Energy 0.44
Trust Investment Advisors Private Ltd. (61D) Financial Services 0.44
AUM Movement
Asset Allocation