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Reliance Equity Opportunities Fund - Retail Plan (G)

PLAN: Retail OPTIONS: Growth
76.643 0.77 (1.00%)

NAV as on 30 Jan, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Reliance Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Mar 2014) up from Rank 3 last quarter. 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 30 Jan, 2015)

Period Returns (%) Rank #
1 mth 3.5 163
3 mth 10.6 74
6 mth 26.5 33
1 year 71.8 42
2 year 32.1 35
3 year 31.0 8
5 year 22.0 4

# Moneycontrol Rank within 237 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.6 23.8 7.1 11.8 -
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

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 3.5 10.6 26.5 71.8 32.1 31.0 22.0
Category avg 4.8 8.2 17.0 47.4 19.6 16.6 9.4
Difference of Fund returns and Category returns -1.3 2.4 9.5 24.4 12.5 14.4 12.6
Best of category 8.9 18.3 37.1 100.2 48.4 38.1 25.4
Worst of category -1.5 -6.0 -11.6 14.0 8.6 6.5 -6.5
Benchmark returns # 6.8 8.2 13.3 47.5 20.8 20.4 11.9
Difference of Fund returns and Benchmark returns -3.3 2.4 13.2 24.3 11.3 10.6 10.1
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) 9,250.33 (Dec-31-2014)
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
15,432.08 6.1 17.3 69.3 25.2 16.9
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 10.6 26.5 71.8 31.0 22.0
Reliance Growth Fund - RP (G) Rank 3
5,225.15 10.3 24.6 73.6 25.2 14.2
ICICI Pru Dynamic Plan (G) Rank 3
5,172.88 5.1 14.0 47.7 24.1 16.4
Reliance Vision Fund - RP (G) Rank 4
3,331.52 8.7 25.4 79.1 23.6 13.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 503.22 5.44
Divis Labs Pharmaceuticals 407.01 4.40
SBI Banking/Finance 405.16 4.38
Cummins Engineering 355.21 3.84
Trent Retail & Real Estate 335.79 3.63
Maruti Suzuki Automotive 328.39 3.55
Indian Hotels Services 321.91 3.48
Bharat Forge Manufacturing 310.81 3.36
Infosys Technology 308.04 3.33
HCL Tech Technology 297.86 3.22

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Engineering 18.16 18.66 13.89
Banking/Finance 16.51 17.53 14.41
Pharmaceuticals 11.74 16.43 11.73
Technology 9.39 16.35 9.16
Retail & Real Estate 8.48 10.71 8.48
Manufacturing 7.97 8.37 5.31

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 98.97
Others 0.66
Debt 0.00
Mutual Funds 0.23
Money Market 0.60
Cash / Call -0.46

View All

Concentration

Holdings (%)
Top 5 21.69
Top 10 38.63
Sector (%)
Top 3 46.41

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