RELIANCE EQUITY OPPORTUNITIES FUND (Equity, Multi Cap)

94.1
19.29%
5
Capital Appreciation
Long Term Horizon
Moderately High
1.98%
12 yrs 9 months28 Mar 2005
₹ 10107.13 Cr08 Dec 2017

Similar Funds

Franklin India High Growth Companies Fund
  • Return (CAGR) 14.51%
  • Crisil Ranking 4
  • Value Research
Birla Sun Life Advantage Fund
  • Return (CAGR) 19.01%
  • Crisil Ranking 1
  • Value Research
HDFC Capital Builder Fund
  • Return (CAGR) 15.20%
  • Crisil Ranking 3
  • Value Research
SBI Magnum Multiplier Fund
  • Return (CAGR) 15.09%
  • Crisil Ranking 3
  • Value Research
Axis Focused 25 Fund
  • Return (CAGR) 18.83%
  • Crisil Ranking 2
  • Value Research
ICICI Prudential Top 100 Fund
  • Return (CAGR) 19.68%
  • Crisil Ranking 2
  • Value Research
DSP BlackRock Equity Fund
  • Return (CAGR) 20.76%
  • Crisil Ranking 3
  • Value Research NA
Baroda Pioneer Growth Fund - Plan A
  • Return (CAGR) 17.68%
  • Crisil Ranking 3
  • Value Research
Principal Dividend Yield Fund
  • Return (CAGR) 13.44%
  • Crisil Ranking NA
  • Value Research
UTI-Bluechip Flexicap Fund
  • Return (CAGR) 10.39%
  • Crisil Ranking 3
  • Value Research
Motilal Oswal MOSt Focused Multicap 35 Fund
  • Return (CAGR) 31.10%
  • Crisil Ranking 1
  • Value Research
RELIANCE RETIREMENT FUND-WEALTH CREATION SCHEME
  • Return (CAGR) 11.27%
  • Crisil Ranking NA
  • Value Research NA

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 invest in stocks across those sectors and industries where India's strong inherent potential is increasingly becoming visible to the world, which are driving our economy and whose fundamental future growth is influenced by ongoing economic reforms, FDI inflows and infrastructural changes.

Scheme Documents

TenureReturns (CAGR)
YTD
35.50
1 Month
1.92
3 Month
9.89
1 YR
32.62
2 YR
13.85
3 YR
8.27
TenureReturns (CAGR)
1 YR
31.27
2 YR
23.43
3 YR
15.35
5 YR
17.73
10 YR
18.21

Portfolio

Company Name% Assets
State Bank of India7.41
ICICI Bank Ltd.5.05
Indian Hotels Co. Ltd.4.83
Divi's Laboratories Ltd.4.4
Infosys Ltd.4.01
Axis Bank Ltd.3.88
GE T&D India Ltd.3.76
Larsen & Toubro Ltd.3.63
Bharat Forge Ltd.3.45
HDFC Bank Ltd.3.4

Top Sectoral Holdings

Sector Name% Assets
Financial26.85
Services17.33
Engineering13.94
Construction10.52
Healthcare8.33
Automobile7.33
Technology6.52
Chemicals2.58
Metals2.44
Energy1.72

Indicators

Portfolio turnover ratio63
Standard Deviation15.01%
Beta0.99%
Sharpe Ratio0.33

Sailesh Raj Bhan

Mr. Bhan is an MBA (Finance) and CFA.
Prior to joining Sundaram Mutual Fund he has worked with ICFAI, Shah & Sequeira Investment Pvt. Ltd. and Emkay Share & Stock Broker Pvt. Ltd.

Other Funds Managed by Sailesh Raj Bhan

© CRISIL Limited 2017. All Rights Reserved