Reliance Growth Fund Bonus+4.90%

3Groww
-0.72%
1 Year Return
Equity
Mid Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Reliance Growth Fund Bonus

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.00%
NAV179.05 (20 Sep 2019)
Fund Started08 Oct 1995
Fund Size6,232 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Reliance Growth Fund Bonus
-0.7%
6.1%
8.3%
21.3%
Category Average
-7.8%
6.3%
NA
-
Rank within category
3
5
13
-
*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 -0.7% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. 3Y 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-adjusted returns are lower compared to the category
    3. 5Y Returns are lower than the benchmark
    4. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Varun Beverages Ltd.FMCGEquity5.1%
    Cholamandalam Financial Holdings Ltd.FinancialEquity3.2%
    Aditya Birla Fashion and Retail Ltd.ServicesEquity2.8%
    ICICI Bank Ltd.FinancialEquity2.7%
    City Union Bank Ltd.FinancialEquity2.5%
    Oberoi Realty Ltd.ConstructionEquity2.4%
    Tata Power Co. Ltd.EnergyEquity2.4%
    Tata Global Beverages Ltd.FMCGEquity2.4%
    Vardhman Textiles Ltd.TextilesEquity2.3%
    Indian Hotels Co. Ltd.ServicesEquity2.3%
    See All

    Fund Managers

    addTejas Sheth
    Education
    Mr. Sheth has done PG Diploma in Managemaent.
    Experience
    Prior to joining Reliance Mutual Fund he has worked with Emkay Global Financial Services Ltd., Fortune Financial Pvt. Ltd. and Darashaw & Co. Pvt. Ltd.
    Funds Managed

    Other Details

    Reliance Growth Fund Bonus is a Equity Mutual Fund Scheme launched by Reliance Mutual Fund. This scheme was introduced to investors on 08 Oct 1995. Manish Gunwani is the Current Fund Manager of Reliance Growth Fund Bonus.The fund currently has an Asset Under Management(AUM) of ₹6,232 Cr and the Latest NAV as of 20 Sep 2019 is ₹179.05.

    The Reliance Growth Fund Bonus is rated Moderately High risk. Minimum SIP Investment is 100. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The primary investment objective is to achieve long term growth of capital by investing in equity and equity related securities through a research based investment approach.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    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
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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