RELIANCE GROWTH FUND (Equity, Mid Cap)

1139.23
23.86%
3
Capital Appreciation
Long Term Horizon
Moderately High
1.98%
22 yrs 2 months08 Oct 1995
₹ 7102.68 Cr17 Nov 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

TenureReturns (CAGR)
YTD
36.74
1 Month
3.48
3 Month
8.02
1 YR
35.62
2 YR
21.16
3 YR
14.21
TenureReturns (CAGR)
1 YR
32.75
2 YR
27.14
3 YR
19.89
5 YR
21.76
10 YR
16.79

Portfolio

Company Name% Assets
Muthoot Finance Ltd.3.84
State Bank of India3.84
Birla Corporation Ltd.3.37
Jindal Saw Ltd.2.73
ICICI Bank Ltd.2.7
UPL Ltd.2.61
HSIL Ltd.2.45
Orient Paper & Inds. Ltd.2.3
Tata Steel Ltd.2.24
Federal Bank Ltd.2.11

Top Sectoral Holdings

Sector Name% Assets
Financial23.06
Construction10.34
Healthcare8.86
Automobile7.63
Chemicals7.33
Metals7.3
Engineering6.36
FMCG5.9
Technology5.83
Energy5.32

Indicators

Portfolio turnover ratio134
Standard Deviation16.18%
Beta1.09%
Sharpe Ratio0.7

Manish Gunwani

Mr. Gunwani is a B.Tech. and PGDM.
Prior to joining Reliance Mutual Fund, he has worked with ICICI Prudential Mutual Fund as Fund Manager and as Analyst in various organisations: Vicisoft Technologies, Lehman Brothers, Brics Securities , Lucky Securities, SSKI Securities and Prime Securities
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