RELIANCE DIVERSIFIED POWER SECTOR FUND (Equity, Others)

104.6
19.33%
NA
4
Capital Appreciation
Long Term Horizon
High
2.11%
13 yrs 4 months 08 May 2004
₹ 1874.54 Cr 17 Aug 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

No entry load will be charged for Subscriptions/Switch Ins W.E.F August 01, 2009. Exit Load for all subscriptions W.E.F August 24, 2009 is 1% if redeemed/Switched out on or before completion of 1 year from the date of allotment

Investment Objective

The scheme aims to generate consistent returns by investing in equity / equity related or fixed income securities of power and other companies associated with the power sector.
Tenure Returns (CAGR)
YTD
36.92
1 Month
1.07
1 YR
32.94
2 YR
16.06
3 YR
13.89
Tenure Returns (CAGR)
1 YR
39.52
2 YR
30.73
3 YR
20.79
5 YR
19.68
10 YR
9.94

Portfolio

Company Name % Assets
KEC International Ltd. 7.32
PTC India Ltd. 7.01
Jindal Stainless (Hisar) Ltd. 5.62
Apar Industries Ltd. 5.33
Larsen & Toubro Ltd. 4.78
KSB Pumps Ltd. 4.45
Cummins India Ltd. 4.37
GE Power India Ltd. 4.34
Kirloskar Pneumatic Co. Ltd. 4.05
National Thermal Power Corp. Ltd. 3.74

Top Sectoral Holdings

Sector Name % Assets
Engineering 45.9
Energy 22.17
Construction 14.01
Metals 12.19
Communication 2.43
Financial 0.14

Indicators

Portfolio turnover ratio 35
Standard Deviation 18.21%
Beta 0.84%
Sharpe Ratio 0.52

Sunil B Singhania,Sanjay Doshi

Mr. Singhania is a B.Com, CFA and FCA.ACA, MBA (Finance), Cleared CFA Level III
Prior to joining Reliance Mutual Fund he has worked with Advani Share Brokers Pvt. Ltd. and Motisons Securities Pvt. Ltd. Has over 11 years of experience in capital market. Prior to joining Reliance Nippon AMC as Fund Manager - Equity, he was associated with RNLAM as Sr. Analyst Equity Investment (01-Feb-2011 to 01-Jan-2017), Macquarie Capital Securities (India) Pvt Ltd - Analyst Equity Research (Aug 2007 to Dec 2010), JP Morgan Services (India) Pvt Ltd - Associate Convertible Bonds Research (Sept 2005 to Jul 2007).
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