Reliance Equity Hybrid Fund Direct Growth-1.51%

3Groww
-12.54%
1 Year Return
Hybrid
Aggressive
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Reliance Equity Hybrid Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.11%
NAV57.78 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size9,814 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Reliance Equity Hybrid Fund Direct Growth
-12.5%
5.2%
8.3%
11.4%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -12.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Morgan Credits Pvt. Ltd.FinancialZCB4.4%
    IRB InvIT FundConstructionEquity1.2%
    Shapoorji Pallonji Finance Pvt. Ltd.FinancialCP0.8%
    Trust Investment Advisors Pvt. Ltd.FinancialCP0.5%
    Apollo Munich Health Insurance Co. Ltd.FinancialNCD0.5%
    Uttar Pradesh Power Corporation LtdEngineeringDebenture0.4%
    Aditya Birla Capital Ltd.FinancialEquity0.4%
    SBI Life Insurance Company Ltd.FinancialEquity0.3%
    Uttar Pradesh Power Corporation LtdEngineeringSO0.3%
    Rattan India Finance Pvt. Ltd.FinancialCP0.3%
    See All

    Fund Managers

    addSanjay Parekh
    Education
    Mr. Parekh is a B.Com (H) and Chartered Accountant.
    Experience
    Prior to joining Reliance Mutual Fund he has worked with ICICI Prudential MF, Ask Investments Managers, Prabhudas Lilladher, Sunidhi Consultancy Services, Insight Asset Management and Capital Market Magazine.
    Funds Managed

    Other Details

    Reliance Equity Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Reliance Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Amit Tripathi, Sanjay Parekh is the Current Fund Manager of Reliance Equity Hybrid Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹9,814 Cr and the Latest NAV as of 08 Jul 2019 is ₹57.78.

    The Reliance Equity Hybrid Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 100. Minimum Lumpsum Investment is 500. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months..

    Investment Objective

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

    Tax Implications

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
    Exit Load

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    About Reliance Mutual Fund

    Address
    Corporate Office : Reliance Centre, 7th Floor South Wing, OFf Western Express Highway, Santacruz(E) Mumbai-400055
    Phone
    022-33031000/30301111
    Launch Date
    29 Jun 1995
    Reliance Mutual Fund
    Asset Management Company
    Custodian
    ABN AMRO Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
    Invest Now
    Enter investment amount
    + ₹1,000
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