RELIANCE GROWTH FUND (Equity, Mid Cap)

Moderately High
22 yrs 4 monthsStarted on:08 Oct 1995
₹ 7437.02 Cras on: 18 Jan 2018
Long Term Horizon
1.98%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

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

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month3.90
3 Month8.58
1 YR34.59
2 YR28.51
3 YR14.92

SIP Returns

TenureReturns (CAGR)
1 YR30.64
2 YR29.3
3 YR21.74
5 YR22.67
10 YR17.48

Portfolio

Company Name% Assets
Muthoot Finance Ltd.3.48
Birla Corporation Ltd.3.26
State Bank of India2.81
HSIL Ltd.2.77
Orient Paper & Inds. Ltd.2.76
ICICI Bank Ltd.2.47
UPL Ltd.2.38
Cyient Limited2.12
Spicejet Ltd.2.04
Tata Chemicals Ltd.1.99

Top Sectoral Holdings

Sector Name% Assets
Financial23.45
Healthcare11.53
Construction9.75
Metals7.16
Engineering6.93
FMCG6.9
Energy6.69
Automobile6.29
Chemicals5.4
Technology5.06

Indicators

LabelValue
Portfolio turnover ratio147
Standard Deviation16.11%
Beta1.1%
Sharpe Ratio0.77

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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