Reliance Small Cap Fund Growth-1.86%

4Groww
-22.60%
1 Year Return
Equity
Small Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Reliance Small Cap Fund Growth

RiskHigh
Min SIP Amount₹100
Expense Ratio2.03%
NAV38.38 (08 Jul 2019)
Fund Started15 Sep 2010
Fund Size7,542 Cr

Fund Overview

Quick overview of Reliance Small Cap Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
Reliance Small Cap Fund Growth
-22.6%
6.0%
11.0%
14.7%
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 -22.6% 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%
    Zydus Wellness Ltd.FMCGEquity2.2%
    Housing Development Finance Corpn. Ltd.FinancialCP2.2%
    Navin Fluorine International Ltd.ChemicalsEquity2.1%
    Deepak Nitrite Ltd.ChemicalsEquity2.0%
    Orient Electric Ltd.EngineeringEquity2.0%
    Cyient LimitedTechnologyEquity1.7%
    RBL Bank Ltd.FinancialEquity1.7%
    West Coast Paper Mills Ltd.FMCGEquity1.7%
    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 Growth is a Equity Mutual Fund Scheme launched by Reliance Mutual Fund. This scheme was introduced to investors on 15 Sep 2010. Samir Rachh, Dhrumil Shah is the Current Fund Manager of Reliance Small Cap Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹7,542 Cr and the Latest NAV as of 08 Jul 2019 is ₹38.38.

    The Reliance Small Cap Fund 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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