Reliance Small Cap Fund Bonus-0.03%

4Groww
-18.37%
1 Year Return
Equity
Small Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Reliance Small Cap Fund Bonus

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.03%
NAV35.2 (16 Aug 2019)
Fund Started16 Sep 2010
Fund Size7,542 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Reliance Small Cap Fund Bonus
-18.4%
8.1%
12.9%
15.1%
Category Average
-21.1%
-0.8%
NA
-
Rank within category
8
4
3
-
*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 -18.4% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Deepak Nitrite Ltd.ChemicalsEquity2.8%
    Orient Electric Ltd.EngineeringEquity2.1%
    Tube Investments Of India Ltd.AutomobileEquity2.0%
    Zydus Wellness Ltd.FMCGEquity1.9%
    Navin Fluorine International Ltd.ChemicalsEquity1.8%
    ICICI Bank Ltd.FinancialEquity1.7%
    VIP Industries Ltd.ChemicalsEquity1.6%
    CreditAccess Grameen Ltd.FinancialEquity1.6%
    Kalpataru Power Transmission Ltd.ConstructionEquity1.6%
    Cyient LimitedTechnologyEquity1.5%
    See All

    Fund Managers

    Other Details

    Reliance Small Cap Fund Bonus is a Equity Mutual Fund Scheme launched by Reliance Mutual Fund. This scheme was introduced to investors on 16 Sep 2010. Samir Rachh, Dhrumil Shah is the Current Fund Manager of Reliance Small Cap Fund Bonus.The fund currently has an Asset Under Management(AUM) of ₹7,542 Cr and the Latest NAV as of 16 Aug 2019 is ₹35.2.

    The Reliance Small Cap 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 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 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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    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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