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Reliance Equity Opportunities Fund - Institutional Plan (G) SET SMS ALERT

12.997
0.15 (1.14%)
NAV as on Apr-16-2014

Fund Family Reliance Mutual Fund

Fund Class Diversified Equity

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on Apr-16-2014)

Period Returns (%) Rank #
1 mth 2.8 104
3 mth 8.5 70
6 mth 23.1 12
1 year 18.9 79
2 year 15.4 18
3 year 11.4 5
5 year -3.0 71

# Moneycontrol Rank within 165 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.6 - - - -
2013 -7.8 -3.0 -4.2 19.5 4.0
2012 21.2 1.5 10.7 5.5 47.8
2011 -7.3 2.7 -8.8 -8.5 -21.8
2010 5.5 - - - 5.5
2009 -6.4 47.5 27.4 -0.2 103.8

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 2.8 8.5 23.1 18.9 15.4 11.4 -3.0
Category avg 3.6 7.9 14.3 18.0 5.9 2.9 7.5
Difference of Fund returns and Category returns -0.8 0.6 8.8 0.9 9.5 8.5 -10.5
Best of category 8.2 15.6 26.2 52.5 32.6 18.1 26.5
Worst of category 0.8 2.7 5.3 -1.3 -5.4 -7.7 -3.0
Benchmark returns # 3.2 6.2 11.2 17.5 12.7 5.0 15.6
Difference of Fund returns and Benchmark returns -0.4 2.3 11.9 1.4 2.7 6.4 -18.6
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

The primary investment objective of the scheme is to seek to generate capital appreciation & provide longterm growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Aug 08, 2007
Benchmark S&P BSE 100
Asset Size (Rs cr) 6.72 (Dec-31-2013)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Sailesh Raj Bhan
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load - 1% if redeemed/switched out on or before completion of 1 yrs from the date of allotment.

Contact Details

Regd. Office One India Bulls Centre - Tower One, 11th & 12th floor, Jupiter Mills Compound, Elphinstone Road, Mumbai , 400013
Tel. No. 022-30994600
Fax No. 91 22 30414899
Email customer_care@reliancemutual.com
Website http://www.reliancemutual.com/

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 4
9,590.31 12.8 24.1 22.0 5.9 21.8
Reliance Equity Oppor - RP (G) Rank 2
4,848.01 8.5 23.0 18.7 11.2 26.5
Reliance Growth Fund - RP (G) Rank 4
4,159.56 8.1 17.8 18.1 4.0 17.2
ICICI Pru Dynamic Plan - Inst. Not Ranked
10.01 8.3 18.4 34.5 11.3 22.7
ICICI Pru Dynamic Plan - IP (G) Not Ranked
6.78 8.3 18.4 34.3 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Divis Labs Pharmaceuticals 1.22 6.86
ICICI Bank Banking/Finance 0.85 4.80
Trent Retail & Real Estate 0.77 4.34
Sanofi India Pharmaceuticals 0.72 4.04
Infosys Technology 0.71 3.98
SBI Banking/Finance 0.70 3.96
Larsen Engineering 0.70 3.94
HCL Tech Technology 0.70 3.93
Cummins Engineering 0.65 3.64
Bharat Forge Manufacturing 0.64 3.63

Full Portfolio

Sector Allocation (Mar 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 16.53 18.11 14.41
Engineering 16.04 16.04 10.55
Pharmaceuticals 15.08 16.43 10.77
Technology 13.36 16.35 10.50
Retail & Real Estate 10.71 12.23 9.37
Manufacturing 5.31 5.45 3.91

View All Sectors

Asset Allocation (%)(Mar 31, 14)

Equity 98.45
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 2.60
Cash / Call -1.05

View All

Concentration

Holdings (%)
Top 5 24.02
Top 10 43.12
Sector (%)
Top 3 47.65

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