Tuesday, 3 July 2018

How to Make a Secured Portfolio with Reliance Vision Fund?


One of the major problems that investors face during investment is the selection of appropriate funds. Though they have every intention of earning good money, their intentions fail when they are unable to add good funds into their plans. This calls for having knowledge of those funds that are performing well in the market and are recommended by the experts.

One such fund is Reliance Vision Fund, which is giving a tough time to the other funds in the market. It is an equity-oriented fund of the large cap category that seeks long-term capital appreciation, through a quality portfolio of strong fundamentals and high returns prospects. It has been serving the market since 1995 under the parenting of Reliance Mutual Fund, one of India’s best fund houses. 

If you are looking forward to plan an investment in mutual funds, then you must plan it through MySIPonline. It is an online portal that provides free financial services and gives best tips of mutual fund investing. Here, you’d find more than 10, 000 schemes of 40 different AMCs, thus having ample choices for your portfolio. You may consider investing in Reliance Vision Fund if stability and security are your primary concern. A detailed explanation about this fund has been given in this article which will further provide you with sufficient hints on whether to add it in your investment plan or not. 

The Fundamentals

Making investments in mutual funds was once a tedious task. But with the improvements in the 
technology came a revolution, due to which the major difficulties of investing were ruled out. Today, you can quickly start an investment in Reliance Vision Fund (Growth) with the help of MySIPonline. Thus, you need to keep a watch on the following points while chalking out the investment plan: -

  • The NAV: The NAV is basically the cost of purchasing one unit in any fund. It determines the per unit net worth of the fund, where the increase in its values depicts the rise in the value of the underlying stock and securities and vice versa. The NAV of Reliance Vision Fund (G) as on June 29th, 2018 was Rs. 508.6793 after experiencing a hike of 1.56% in its value. 
  • The Expense Ratio: This is the charge made by the fund on the investor on account of administration fees, operating costs and other fund management expenses. At present, Reliance Vision Fund (Growth) has an expense ratio of 2.03% which is within the ideal limit of 2.50%. This means that there isn’t a heavy burden of expenses on the investors, and hence, they will enjoy high inflow of returns. 
  • The Risk: Giant and large cap stocks are primarily added to boost the strength of the portfolio. With more than 70% exposure in these stocks, Reliance Vision Fund (G) possesses a fair level of strength to withhold the market adversities. Though it can’t be said that the fund is entirely free from risks, it reduces the risk to a tolerable level thus making the portfolio fit to be subscribed by risk averse population of investors. 


The Portfolio

Reliance Vision Fund (G) primarily invests in large and giant cap stocks, where the combined strength of these stocks is 74.82%. Also, the fund involves a decent exposure to mid-cap stocks which stands to the tune of 22.12%. Such variety of stocks enables the fund to gain diversification and become more powerful in performing its operations. 

The Performance 

The fund has been operating in the market for more than 20 years. Hence, there is a long history of its performance for us to analysis and form a conclusion about its power to generate returns. The fund has given high returns that stood at 32.51% and soared up to as much as 163.86%. In the immediate past five years, the fund has pulled returns worth 15.52% and are expected to swell in the near future. 

If your objective is to earn good income with the minimum exposure to risk, then you must invest in Reliance Vision Fund. Avail the services of MySIPonline for an unforgettable investment experience. 

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