RELIANCE SHORT TERM FUND (Debt, Short Term)

31.87
8.21%
3
Income Generation
Short Term Horizon
Moderately Low
1.04%
14 yrs 9 months18 Dec 2002
₹ 16526.99 Cr21 Aug 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Entry load - NIL; Exit Load IS NIL W.E.F May 17, 2016

Investment Objective

The scheme aims to generate stable returns for investors with a short-term investment horizon by investing in fixed income securities of a short-term maturity.

Scheme Documents

TenureReturns (CAGR)
YTD
4.88
1 Month
0.59
3 Month
2.62
1 YR
8.09
2 YR
8.71
3 YR
9.17
TenureReturns (CAGR)

Portfolio

Company Name% Assets
State Bank of India 25/10/2024 8.39%6.92
ONGC Petro Additions Ltd. 02/07/2019 8.75%3.69
Rajasthan State 24/02/2026 8.39%3.69
Haryana State 31/03/2022 8.21%2.93
Power Finance Corpn. Ltd. 15/05/2020 7.05%2.81
Housing Development Finance Corpn. Ltd. 07/07/2020 7.50%2.73
Reliance Jio Infocomm Ltd. 18/11/2019 8.95%2.48
ICICI Bank Ltd. 31/12/2050 9.20%2.02
Axis Bank Ltd. 28/06/2022 8.75%1.83
ICICI Bank Ltd. 05/03/20181.75

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation1.52%
Beta1.38%
Sharpe Ratio2.8

Prashant R Pimple

Mr. Pimple is a MBA (Finance) and CTM.
Prior to joining Reliance Mutual Fund he has worked with Fidelity Mutual Fund, ICICI Bank, Bank of Bahrain & Kuwait, Saraswat Co-op Bank Ltd. and SIDBI.

Other Funds Managed by Prashant R Pimple

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