RELIANCE GROWTH FUND (Equity, Mid Cap)

1060.67
23.77%
3
Capital Appreciation
Long Term Horizon
Moderately High
1.99%
21 yrs 11 months 08 Oct 1995
₹ 6713.41 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 at long term growth of capital through research based investment approach. The funds will be invested in Equity and equity related instruments ,and there will be an exposure to debt and money market instruments also.

Scheme Documents

Tenure Returns (CAGR)
YTD
27.31
1 Month
0.33
3 Month
3.19
1 YR
21.51
2 YR
11.31
3 YR
17.97
Tenure Returns (CAGR)
1 YR
25.86
2 YR
23.29
3 YR
17.25
5 YR
20.58
10 YR
15.88

Portfolio

Company Name % Assets
UPL Ltd. 6.14
State Bank of India 5.02
Muthoot Finance Ltd. 4.34
HCL Technologies Ltd. 4.31
ICICI Bank Ltd. 4.03
HDFC Bank Ltd. 3.23
Birla Corporation Ltd. 3.17
Tata Steel Ltd. 2.49
Grasim Industries Ltd. 2.43
Jindal Saw Ltd. 2.38

Top Sectoral Holdings

Sector Name % Assets
Financial 30.78
Construction 11.8
Chemicals 10.1
Technology 7.77
FMCG 6.82
Metals 5.88
Engineering 5.85
Diversified 3.76
Energy 3.26
Automobile 3.23

Indicators

Portfolio turnover ratio 106
Standard Deviation 15.85%
Beta 1.06%
Sharpe Ratio 0.86

Sunil B Singhania

Mr. Singhania is a B.Com, CFA and FCA.
Prior to joining Reliance Mutual Fund he has worked with Advani Share Brokers Pvt. Ltd. and Motisons Securities Pvt. Ltd.
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