RELIANCE SHORT TERM FUND (Debt, Short Term)

32.1
8.17%
3
Income Generation
Short Term Horizon
Moderately Low
1.05%
14 yrs 11 months18 Dec 2002
₹ 14437.69 Cr18 Oct 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
5.63
1 Month
0.42
3 Month
1.51
1 YR
6.93
2 YR
8.23
3 YR
8.76
TenureReturns (CAGR)
1 YR
6.9
2 YR
7.98
3 YR
8.22
5 YR
8.71
10 YR
8.68

Portfolio

Company Name% Assets
State Bank of India 25/10/2024 8.39%6.47
ONGC Petro Additions Ltd. 02/07/2019 8.75%4.21
Power Finance Corpn. Ltd. 15/05/2020 7.05%3.21
Reliance Jio Infocomm Ltd. 18/11/2019 8.95%2.83
Reliance Ports and Terminals Ltd 12/06/2023 8.45%2.62
Reliance Industries Ltd. 31/08/2022 7.00%2.41
ICICI Bank Ltd. 31/12/2050 9.20%2.3
Rajasthan State 24/02/2026 8.39%2.23
Axis Bank Ltd. 28/06/2022 8.75%2.07
Rajasthan State 31/03/2022 8.21%1.91

Top Sectoral Holdings

Sector Name% Assets

Indicators

Standard Deviation1.55%
Beta1.37%
Sharpe Ratio2.67

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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