Which Reliance Mutual Fund has Offered Best Returns in a 5-year Period?
Last Updated : July 24, 2019, 12:28 p.m.
Reliance Mutual Fund is one of the leading names existing in India’s asset management space. The noted AMC offers a plethora of mutual fund schemes attuned to varied needs of investors. If someone wants to raise the capital growth over time, he/she can subscribe to the equity mutual fund schemes of Reliance. The fund house also offers debt funds for those wanting a regular flow of income. It even offers hybrid funds that amalgamate the benefits of its equity and debt funds. If you are looking for a long-term investment, you would most likely want to know the returns the fund may have raked in a 5-year span, won’t you? The post contains a list of Reliance mutual funds across categories of – equity, debt and hybrid – that have given good returns in a 5-year period.
Which Reliance Equity Funds Have Offered Best Returns in 5 Years?
These funds invest predominantly in the power of equity and equity-related instruments of companies so as to raise the growth of the invested capital over time.
| Reliance Equity Mutual Funds | 5-year Return | Rating | Minimum Amount Needed to Invest |
|---|---|---|---|
| Reliance Small Cap Fund | 13.74% | 4 Star | Lump Sum - ₹5,000 SIP - ₹100 |
| Reliance Banking Fund | 13.22% | 3 Star | Lump Sum - ₹5,000 SIP - ₹100 |
| Reliance Large Cap Fund | 11.40% | 5 Star | Lump Sum - ₹100 SIP - ₹100 |
| Reliance Focused Equity Fund | 11.54% | 3 Star | Lump Sum - ₹5,000 SIP - ₹100 |
| Reliance Value Fund | 10.18% | 3 Star | Lump Sum - ₹500 SIP - ₹100 |
Top Performing Reliance Debt Funds in 5 Years
These funds invest mainly in fixed income instruments so as to achieve the objective of regular income generation.
| Reliance Debt Mutual Funds | 5-year Return | Rating | Minimum Amount Needed to Invest |
|---|---|---|---|
| Reliance Gilt Securities Fund | 10.90% | 5 Star | Lump Sum - ₹5,000 |
| Reliance Income Fund | 9.00% | 4 Star | Lump Sum - ₹5,000 |
| Reliance Dynamic Bond Fund | 8.61% | 2 Star | Lump Sum - ₹5,000 |
| Reliance Prime Debt Fund | 7.97% | 4 Star | Lump Sum - ₹1,000 |
| Reliance Short Term Fund | 7.96% | 2 Star | Lump Sum - ₹5,000 |
Top-performing Reliance Hybrid Mutual Funds in 5 Years
This list of mutual funds seeks to generate capital appreciation as well as regular income generation by investing in a portfolio of both equity and debt instruments.
| Reliance Hybrid Mutual Funds | 5-year Return | Rating | Minimum Amount Needed to Invest |
|---|---|---|---|
| Reliance Balanced Advantage Fund | 9.23% | Lump Sum - ₹100 SIP - ₹100 | |
| Reliance Equity Hybrid Fund | 8.91% | 3 Star | Lump Sum - ₹500 SIP - ₹100 |
| Reliance Hybrid Bond Fund | 7.82% | 4 Star | Lump Sum - ₹5,000 SIP - ₹100 |
How to Invest in Reliance Mutual Funds Online?
Want to invest in Reliance mutual funds online? You can do it at Wishfin, a premier financial marketplace that enables you to subscribe for the best mutual fund schemes available. To invest in any of Reliance mutual funds, you need to follow the steps described below.
- Go to www.wishfin.com
- Click on ‘Mutual Funds’ tab
- Click on ‘Register/Login’
Registration Steps for New Investors
- Mention your mobile number
- Click on ‘Next’
- Enter the One-time Password (OTP) received on your mobile number
- Click on ‘Verify and Continue’
- Enter your full name, email ID, the city you live in
- Create a password meeting the desired requirements as laid down
- Click on ‘Sign Up”
The account will be created by which you can login.
Login Steps
- Enter your mobile number or email ID
- Enter the OTP received
- Select ‘Reliance Mutual Fund’ from the scroll containing a list of Asset Management Companies (AMCs)
- Choose the particular Reliance Mutual Fund scheme you wish to invest in
- Click on ‘Invest’ beneath the scheme
A Take on Lump Sum and SIP Investments
Lump sum, as the name suggests, is a one-time investment in mutual funds. But that does not mean you can’t make additional investments. Fund houses such as Reliance allow additional investments via lump sum route. A Systematic Investment Plan (SIP), on the other hand, allows you to invest in mutual funds at predetermined intervals – monthly, quarterly, half-yearly or annually.
Note – The data is sourced from Value Research as on July 22, 2019, and pertains to regular plan of the schemes shown above.
Disclaimer – “Mutual fund investments are subject to market risks. Please read the scheme document carefully before investing”.