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Religare Invesco PSU Equity Fund (G)

PLAN: Regular OPTIONS: Growth
13.130 0.33 (2.58%)

NAV as on 18 Dec, 2014

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.
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ranking by CRISIL

Relatively Weak performance in the category

The scheme is ranked 5 in Diversified Equity category by Crisil (for quarter ended Mar 2014) . If you are invested in this scheme, its time to switch to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 18 Dec, 2014)

Period Returns (%) Rank #
1 mth -1.6 97
3 mth 4.2 66
6 mth 9.0 138
1 year 57.4 33
2 year 13.6 123
3 year 14.8 69
5 year 5.8 64

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 10.1 29.8 -1.4 - -
2013 -8.6 -2.2 -13.6 7.3 -15.7
2012 12.8 -1.8 1.9 2.2 17.9
2011 -5.2 -3.4 -6.8 -11.8 -24.9
2010 -2.0 6.8 11.9 -7.3 10.4
2009 - - - 3.1 3.1

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 -1.6 4.2 9.0 57.4 13.6 14.8 5.8
Category avg -1.2 3.1 13.6 41.4 17.5 10.6 5.0
Difference of Fund returns and Category returns -0.4 1.1 -4.6 16.0 -3.9 4.2 0.8
Best of category 7.5 11.4 32.1 79.9 45.4 42.0 22.9
Worst of category -6.7 -11.2 -7.5 8.7 7.9 9.1 -7.6
Benchmark returns # -3.9 -1.4 -6.6 39.6 5.3 8.2 -2.5
Difference of Fund returns and Benchmark returns 2.3 5.6 15.6 17.8 8.3 6.6 8.3
Religare Invesco PSU Equity Fund (G) Review by Crisil - Rating: 1 (Rank 5 out of 5)
# Benchmark Index: S&P BSE PSU

Investment Info

Investment Objective

To generate capital appreciation by investing in equity and equity related instruments of companies where the Central / State Government(s) has majority shareholding or management control or powers to appoint majority of directors.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 28, 2009
Benchmark S&P BSE PSU
Asset Size (Rs cr) 164.95 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Vetri Subramaniam / Amit Ganatra
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 expiry of 1 year from the date of allotment.

Contact Details

Regd. Office 3rd Floor, GYS Infinity, Paranjpe 'B' Scheme, Subhash Road, Vile Parle East, Mumbai, 400 021
Tel. No. 022-67310000
Fax No. 022-28371565
Email mfservice@religare.com
Website http://religareinvesco.com/home.aspx

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund - Direct (G) Not Ranked
1,523.73 1.4 11.8 56.5 -- --
Franklin High Growth Cos (G) Rank 1
799.94 9.7 31.2 78.3 40.1 19.5
HDFC Equity Fund (G) Rank 3
14,114.11 1.2 11.4 55.4 28.1 15.6
Franklin High Growth Co -Direct (G) Not Ranked
10.29 10.1 32.1 79.9 -- --
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 6.4 20.9 59.8 33.9 20.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 97.43
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.57

View All

Sector (%)
Top 3 N.A.

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