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

49.862
0.73 (1.50%)
NAV as on Apr-17-2014

Fund Family Reliance Mutual Fund

Fund Class Diversified Equity

ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on Apr-17-2014)

Period Returns (%) Rank #
1 mth 4.4 99
3 mth 8.9 79
6 mth 22.6 13
1 year 19.3 81
2 year 15.5 22
3 year 11.8 6
5 year 26.8 1

# Moneycontrol Rank within 166 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.6 - - - -
2013 -7.9 -3.1 -4.3 19.5 3.8
2012 21.1 1.4 10.7 5.4 47.5
2011 -7.3 2.6 -8.9 -8.5 -21.9
2010 5.4 5.0 18.3 -2.6 30.2
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 4.4 8.9 22.6 19.3 15.5 11.8 26.8
Category avg 4.9 8.5 14.0 18.3 6.2 3.1 7.7
Difference of Fund returns and Category returns -0.5 0.4 8.6 1.0 9.3 8.7 19.1
Best of category 10.4 17.2 26.2 52.0 32.1 17.9 26.8
Worst of category 1.7 2.1 5.3 -1.3 -4.8 -7.3 -2.8
Benchmark returns # 4.8 8.8 12.9 19.2 13.0 5.5 15.8
Difference of Fund returns and Benchmark returns -0.4 0.1 9.7 0.1 2.5 6.3 11.0
Reliance Equity Opportunities Fund - Retail Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# 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 Mar 07, 2005
Benchmark S&P BSE 100
Asset Size (Rs cr) 4,848.01 (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 14.1 23.9 23.0 6.7 22.2
Reliance Equity Oppor - RP (G) Rank 2
4,848.01 8.9 22.6 19.3 11.8 26.8
Reliance Growth Fund - RP (G) Rank 4
4,159.56 8.3 17.4 18.6 4.5 17.3
ICICI Pru Dynamic Plan - IP (G) Not Ranked
6.78 8.9 17.3 33.6 -- --
ICICI Pru Dynamic Plan (G) Rank 1
3,523.72 8.7 16.8 32.3 10.4 21.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Divis Labs Pharmaceuticals 346.48 6.86
ICICI Bank Banking/Finance 242.44 4.80
Trent Retail & Real Estate 219.20 4.34
Sanofi India Pharmaceuticals 204.05 4.04
Infosys Technology 201.02 3.98
SBI Banking/Finance 200.01 3.96
Larsen Engineering 199.00 3.94
HCL Tech Technology 198.50 3.93
Cummins Engineering 183.85 3.64
Bharat Forge Manufacturing 183.34 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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