Reliance Equity Hybrid Fund Add to compare
52.9554
-0.0452
(-0.09%)
1 day change as on 17 Jan 2019
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 13154.50
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 13170.92 0.12 2.45 -1.72 -6.52 10.69 15.25 13.02
Sundaram Equity Hybrid Fund 1393.27 0.39 4.12 0.43 2.00 13.55 11.20 12.26
Canara Robeco Equity Hybrid Fund 1882.75 0.51 4.67 0.52 0.75 11.84 15.50 11.17
Shriram Hybrid Equity Fund 55.63 -0.14 3.95 0.08 0.55 9.85 9.86 9.95
Aditya Birla Sun Life Balanced Advantage Fund 2986.74 0.08 2.47 2.72 0.08 12.39 12.49 9.13
JM Equity Hybrid Fund 3527.13 0.02 1.76 0.50 -0.01 9.04 11.13 11.58
Top 10 Holdings
Company Name Sector Name Asset %
Maruti Suzuki India Ltd. Automobile 2.03
Tata Motors Ltd. Automobile 1.95
IRB Invit Fund Financial Services 1.19
9.21 Punjab National Bank Financial Services 0.99
Motherson Sumi Systems Ltd. Automobile 0.95
 
Company Name Sector Name Asset %
Triparty Repo Current Assets 0.85
Current Assets Current Assets 0.76
Shapoorji Pallonji Finance Pvt. Ltd. (145D) Financial Services 0.75
Derivative Miscellaneous 0.73
Mahindra & Mahindra Ltd. Automobile 0.5
AUM Movement
Asset Allocation