RELIANCE EQUITY OPPORTUNITIES FUND (Equity, Multi Cap)

86.97
18.78%
5
Capital Appreciation
Long Term Horizon
Moderately High
1.98%
12 yrs 7 months28 Mar 2005
₹ 9565.53 Cr18 Oct 2017

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RELIANCE RETIREMENT FUND-WEALTH CREATION SCHEME
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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 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
25.24
3 Month
1.49
1 YR
14.55
2 YR
7.86
3 YR
9.90
TenureReturns (CAGR)
1 YR
20.18
2 YR
15.89
3 YR
10.45
5 YR
15.35
10 YR
16.93

Portfolio

Company Name% Assets
State Bank of India6.77
ICICI Bank Ltd.4.92
Indian Hotels Co. Ltd.4.64
Divi's Laboratories Ltd.4.5
Infosys Ltd.4.33
HCL Technologies Ltd.4.02
HDFC Bank Ltd.3.96
GE T&D India Ltd.3.96
Larsen & Toubro Ltd.3.58
Axis Bank Ltd.3.57

Top Sectoral Holdings

Sector Name% Assets
Financial26.88
Services17.51
Engineering14.82
Construction8.79
Technology8.35
Healthcare8.27
Automobile6.98
Metals2.46
Chemicals2.26
Energy1.18

Indicators

Portfolio turnover ratio64
Standard Deviation15.13%
Beta1.01%
Sharpe Ratio0.35

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

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