RELIANCE SHORT TERM FUND (Debt, Short Term)

32.2
8.11%
3
Income Generation
Short Term Horizon
Moderately Low
1.05%
14 yrs 12 months18 Dec 2002
₹ 15864.93 Cr11 Dec 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
5.95
1 Month
0.07
3 Month
0.66
1 YR
5.95
2 YR
8.06
3 YR
8.02
TenureReturns (CAGR)
1 YR
5.66
2 YR
7.06
3 YR
7.59
5 YR
8.32
10 YR
8.5

Portfolio

Company Name% Assets
ONGC Petro Additions Ltd. 02/07/2019 8.75%3.79
State Bank of India 25/10/2024 8.39%3.66
HDFC Bank Ltd. 31/12/2099 8.85%3.61
GOI 20/05/2023 7.16%3.1
Power Finance Corpn. Ltd. 15/05/2020 7.05%2.74
Reliance Jio Infocomm Ltd. 18/11/2019 8.95%2.55
Reliance Ports and Terminals Ltd 12/06/2023 8.45%2.34
Reliance Industries Ltd. 24/12/2020 7.07%2.34
Axis Bank Ltd. 28/06/2022 8.75%2.24
ICICI Bank Ltd. 31/12/2050 9.20%2.22

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation1.5%
Beta1.31%
Sharpe Ratio2.37

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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