Reliance Equity Hybrid Fund Direct Growth-1.05%

3Groww
-11.20%
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%
NAV53.7 (21 Aug 2019)
Fund Started01 Jan 2013
Fund Size9,814 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Reliance Equity Hybrid Fund Direct Growth
-11.2%
5.5%
8.7%
11.6%
Category Average
-3.5%
6.3%
9.1%
-
Rank within category
33
23
14
-
*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 -11.2% annual returns

    Comparison

    Data not available
    Pros
    1. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.3%
    Yes Bank Ltd.FinancialBonds/NCD7.1%
    ICICI Bank Ltd.FinancialEquity5.9%
    Morgan Credits Pvt. Ltd.FinancialZCB5.8%
    Larsen & Toubro Ltd.ConstructionEquity4.9%
    Grasim Industries Ltd.ConstructionEquity4.8%
    State Bank of IndiaFinancialEquity4.1%
    Axis Bank Ltd.FinancialEquity4.0%
    Reliance Industries Ltd.EnergyEquity3.8%
    Infosys Ltd.TechnologyEquity3.6%
    See All

    Fund Managers

    addAmit Tripathi
    Education
    Mr. Tripathi is a B.Com (H) and PGDM.
    Experience
    Prior to joining Reliance Mutual Fund he has worked with New India Assurance Co. Ltd, Sun Invest Associates Ltd and CFS Financial Services Pvt. Ltd.
    Funds Managed
    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 01 Jan 2013. 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 21 Aug 2019 is ₹53.7.

    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

    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)

    ₹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
    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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    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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