RELIANCE JAPAN EQUITY FUND (Equity, International)

High
3 yrs 7 monthsStarted on:26 Aug 2014
₹ 13.18 Cras on: 23 Feb 2018
Long Term Horizon
2.00%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The fund seeks to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Japan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India.

Exit Load

Entry load - Nil; Exit Load -1% if redeemed or Switched out on or before completion of 1 year from the date of allotment. Nil thereafter.

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD3.47
3 Month4.40
1 YR15.97
2 YR11.92
3 YR7.22

SIP Returns

TenureReturns (CAGR)
1 YR20.06
2 YR14.93
3 YR9.86

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Services16.39
FMCG12.92
Financial12.56
Engineering12.44
Construction12.32
Chemicals6.59
Diversified5.91
Automobile5.82
Communication3.23
Energy3.11

Indicators

LabelValue
Portfolio turnover ratio38
Standard Deviation12.38%
Sharpe Ratio0.61

Anju Chhajer,Jahnvee Shah

Ms. Chhajer is a B.Com (H) and a Chartered Accountant.Ms. Shah is a B.Sc and an MBA (Finance).
Prior to joining Reliance Mutual Fund Ltd. as a fund manager, she has worked with National Insurance Company as a Money Maker Instruments and D.C Dharewa & Co.Prior to joining Reliance Mutual Fund she has worked with Financial Express

Other Funds Managed by Anju Chhajer,Jahnvee Shah

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