RELIANCE QUANT PLUS FUND (Equity, Large Cap)

Moderately High
13 yrs 1 monthsStarted on:02 Feb 2005
₹ 28.65 Cras on: 23 Feb 2018
Long Term Horizon
1.09%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected from Nifty 50 on the basis of a mathematical model.

Exit Load

Exit Load W.E.F June 05, 2015 is 0.25% of the applicable NAV if redeemed or switched out on or before completion of 1month from the date of allotment of units. There shall be no exit load after completion of 1 month from the date of allotment of units

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month1.50
1 YR16.55
2 YR22.56
3 YR6.19

SIP Returns

TenureReturns (CAGR)
1 YR10.62
2 YR16.62
3 YR13.1
5 YR12.31

Portfolio

Company Name% Assets
Housing Development Finance Corpn. Ltd.5.28
Indiabulls Housing Finance Ltd.5.27
HCL Technologies Ltd.5.18
Larsen & Toubro Ltd.5.11
Tata Consultancy Services Ltd.5.09
Indian Oil Corpn. Ltd.5.04
Maruti Suzuki India Ltd.5.04
Indusind Bank Ltd.5.01
HDFC Bank Ltd.5
Vedanta Ltd.5

Top Sectoral Holdings

Sector Name% Assets
Financial29.99
Energy23.86
Metals14.58
Technology10.27
Construction5.11
Automobile5.04
FMCG4.82
Chemicals4.69

Indicators

LabelValue
Portfolio turnover ratio111
Standard Deviation13.12%
Beta0.98%
Sharpe Ratio0.4

Ashutosh Bhargava

Mr. Bhargava is B.Com & MBA (Finance)
He had worked with Reliance AMC as deputy investment strategist, investment strategist & Fund Manager. He had also worked with Reliance Capital Ltd and JP Morgan India Service Pvt. Ltd as Economist.
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