Reliance Small Cap Fund Direct Growth-0.16%

4Groww
27.45%
1 Year Return
Equity
Small Cap
4.0 star
6M
1Y
3Y
5Y

Fund Details

Reliance Small Cap Fund Direct Growth

RiskHigh
Min SIP Amount₹100
Expense Ratio1.22%
NAV40.9 (08 Jul 2019)
Fund Started01 Jan 2013
Fund Size7,542 Cr

Fund Overview

Quick overview of Reliance Small Cap Fund Direct Growth

Returns

1Y
3Y*
5Y*
Since inception*
Reliance Small Cap Fund Direct Growth
27.4%
23.9%
38.1%
NA
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 27.4% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the benchmark
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
    2. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Vindhya Telelinks Ltd.EngineeringEquity2.6%
    VIP Industries Ltd.ChemicalsEquity2.4%
    Housing Development Finance Corpn. Ltd.FinancialCP2.2%
    Deepak Nitrite Ltd.ChemicalsEquity2.0%
    Cyient LimitedTechnologyEquity1.7%
    West Coast Paper Mills Ltd.FMCGEquity1.7%
    Citibank N A.FinancialFixed Deposits1.7%
    Bajaj Electricals Ltd.Cons DurableEquity1.5%
    Karur Vysya Bank Ltd.FinancialEquity1.5%
    Aurobindo Pharma Ltd.HealthcareEquity1.4%
    See All

    Fund Managers

    addDhrumil Shah
    Education
    Mr. Shah is B.com And C.A
    Experience
    Prior to joining Reliance Mutual Fund, he has worked with Birla Sun Life Insurance as AVP Investments, Equity Fund Management and Research and ASK investment Managers as Portfolio Manager, Equity Fund Management and Research.
    Funds Managed

    Other Details

    Reliance Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Reliance Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Samir Rachh, Dhrumil Shah is the Current Fund Manager of Reliance Small Cap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹7,542 Cr and the Latest NAV as of 08 Jul 2019 is ₹40.9.

    The Reliance Small Cap Fund Direct Growth is rated High risk. Minimum SIP Investment is 100. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    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.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    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
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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