RELIANCE QUANT PLUS FUND (Equity, Large Cap)

23.56
9.41%
NA
Capital Appreciation
Long Term Horizon
Moderately High
2.66%
12 yrs 7 months02 Feb 2005
₹ 30.37 Cr21 Aug 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

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

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.

Scheme Documents

TenureReturns (CAGR)
YTD
21.34
3 Month
4.22
1 YR
15.70
2 YR
9.33
3 YR
7.34
TenureReturns (CAGR)
1 YR
20.15
2 YR
17.81
3 YR
11.26
5 YR
12.24

Portfolio

Company Name% Assets
ICICI Bank Ltd.8.69
HDFC Bank Ltd.8.4
State Bank of India7.5
Reliance Industries Ltd.7.44
Maruti Suzuki India Ltd.6.1
Indiabulls Housing Finance Ltd.5.92
Housing Development Finance Corpn. Ltd.5.89
Larsen & Toubro Ltd.5.8
Indusind Bank Ltd.5.23
Asian Paints Ltd.5.11

Top Sectoral Holdings

Sector Name% Assets
Financial41.63
Construction10.67
Energy10.47
Automobile8.88
Technology7.88
Chemicals5.11
FMCG5.11
Metals4.95
Healthcare3.44

Indicators

Portfolio turnover ratio57
Standard Deviation13.59%
Beta1%
Sharpe Ratio0.4

Meenakshi Dawar

Ms. Dawar is a B.Tech from IGIT New Delhi and PGDM from IIM Ahmedabad.
Prior to joining Reliance AMC had worked with IDFC Mutual Fund. She has worked in institutional equities sales and research division on sell side.

Other Funds Managed by Meenakshi Dawar

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