Reliance - Mint

EQUITY MID CAP

Objective of the strategy is to generate superior returns over long term with a focused multi-cap portfolio. Portfolio Manager may take active cash & profit booking calls on the portfolio.

+26.97%

3Y annualised returns

+22.03%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

23 Jun '14

Total AUM

₹3.01Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity92.3%

Cash7.7%

Equity market cap split

Small Cap53.5%

Large Cap21.2%

Mid Cap17.5%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

Nil

PMS management

MV
Mr. Varun Bang
Fund Manager
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About

Varun Bang has more than 8 years of experience in equity research and fund management. He completed his Post Graduation in Finance and joined Pramerica Mutual Fund (US Prudential Group) in 2013 as a research analyst where he primarily tracked Cement; Healthcare and Agrochemicals. Since late 2017; he has been associated with Reliance Wealth PMS and has been actively involved in fund management. His pedigree lies in identifying good businesses early in the cycle which have turned out to be multi-baggers for PMS portfolios.

Experience

Over 8 years of experience in equity research and fund management.

Investment philosophy

Specializes in equity research and identifying high-growth businesses in their early cycle.

Previously worked at

Reliance Wealth PMS
Pramerica Mutual Fund

Awards

Proven ability to identify businesses that have become multi-baggers for PMS portfolios by investing early in their growth cycle.

VR
Vikas Rajpal
Fund Manager
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About

Vikas Rajpal has close to 9 years of experience in the Capital Markets on sell and buy side equities. Having joined Reliance Wealth PMS in March 2020; he has been actively involved in fund management. He has evaluated varied investment opportunities across sectors and geographies in previous roles at leading broking houses and investment funds. In his previous stint with Karvy PMS; he was actively involved in managing equity PMS and generated decent returns for the clients. He has extensively tracked Automobiles; BFSI; FMCG and Specialty Chemicals previously. He has done his BE in Chemical Engineering from Mumbai University and is currently pursuing Executive MBA from NMIMS University.

Experience

Close to 9 years of experience in capital markets on sell and buy side equities.

Investment philosophy

Specializes in tracking Automobiles, BFSI, FMCG, and Specialty Chemicals sectors.

Previously worked at