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Reliance Top 200 Fund - Retail Plan (G)

PLAN: Retail OPTIONS: Growth
25.036 0.04 (0.14%)

NAV as on 29 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

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Reliance Equity Advantage Fund renamed as Reliance Top 200 Fund, with effect from August 26, 2011.
Benchmark Index:
 
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Returns (NAV as on 29 Jan, 2015)

Period Returns (%) Rank #
1 mth 7.7 79
3 mth 13.4 80
6 mth 26.1 46
1 year 74.4 50
2 year 30.8 59
3 year 29.5 16
5 year 17.8 15

# Moneycontrol Rank within 237 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.2 22.4 5.5 10.7 -
2013 -7.0 -1.5 -3.7 14.1 3.3
2012 20.6 0.1 9.5 4.5 40.3
2011 -5.5 -0.8 -12.6 -8.5 -26.8
2010 -1.4 5.3 14.3 -1.4 18.5

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 7.7 13.4 26.1 74.4 30.8 29.5 17.8
Category avg 6.4 10.7 17.6 49.9 20.1 17.4 9.6
Difference of Fund returns and Category returns 1.3 2.7 8.5 24.5 10.7 12.1 8.2
Best of category 11.1 20.3 37.9 105.0 48.1 39.9 25.6
Worst of category 0.6 -4.1 -11.5 16.1 10.2 7.5 -6.3
Benchmark returns # 6.7 9.2 15.1 51.1 21.6 21.0 11.9
Difference of Fund returns and Benchmark returns 1.0 4.2 11.0 23.3 9.2 8.5 5.9
Reliance Top 200 Fund - Retail Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of BSE 200 Index. 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 Jun 12, 2007
Benchmark S&P BSE 200
Asset Size (Rs cr) 976.65 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Ashwani Kumar / Shailesh Raj Bhan
View performance of schemes managed by the Fund Manager
Notes Reliance Equity Advantage Fund renamed as Reliance Top 200 Fund, with effect from August 26, 2011.

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 10.4 19.4 75.0 27.0 17.3
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 13.3 27.3 75.4 32.1 22.2
Reliance Growth Fund - RP (G) Rank 3
5,225.15 13.1 25.0 77.0 26.2 14.3
ICICI Pru Dynamic Plan (G) Rank 3
5,172.88 7.0 14.3 50.0 25.1 16.6
Reliance Vision Fund - RP (G) Rank 4
3,331.52 12.3 26.6 83.8 24.9 14.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 69.93 7.16
ICICI Bank Banking/Finance 56.74 5.81
Maruti Suzuki Automotive 52.05 5.33
Tata Motors Automotive 50.10 5.13
Divis Labs Pharmaceuticals 44.73 4.58
Larsen Engineering 41.21 4.22
Infosys Technology 40.82 4.18
SBI Banking/Finance 40.34 4.13
Cummins Engineering 38.58 3.95
Alstom T&D Engineering 36.62 3.75

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 23.35 25.02 16.83
Engineering 18.88 18.88 12.54
Automotive 12.49 13.55 7.20
Technology 12.13 18.71 12.13
Pharmaceuticals 9.14 9.14 7.06
Oil & Gas 4.55 9.77 4.55

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 98.07
Others 1.32
Debt 0.00
Mutual Funds N.A
Money Market 0.72
Cash / Call -0.11

View All

Concentration

Holdings (%)
Top 5 28.01
Top 10 48.24
Sector (%)
Top 3 54.72

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