When you invest in any fund, your main concern is the risk and asset allocation made by the fund managers, its returns, and the AMC behind it. So, the Reliance Multi-Cap Fund is a fund which fulfills all your expectations. The scheme is offered by Reliance Mutual Fund, India’s one of the largest mutual fund houses. The fund falls in the multi-cap category, earlier known as Reliance Equity Opportunities Fund but has undergone a change in its name due to SEBI’s new re-categorization rules.
The financial analysts of MySIPonline have researched about the fund, its performance, past returns, and portfolio designing, which have been briefed in the article further:
The fund, was launched in the year 2005, is a multi-cap fund investing in the equity and equity-linked derivatives of the companies across market capitalization and different sectors. The fund invests in debt and money-market securities for fulfilling the secondary objectives. It is following S&P BSE 500 (TRI) as its benchmark and S&P BSE Sensex (TRI) as an additional benchmark.
It is suitable for the investors who have a moderately high-risk appetite and seeking for the long-term capital gain by investing in equity and equity-related securities. The current AUM of the fund is Rs 10,053 Cr as on Apr 30, 2018.
Reliance Multi-Cap Mutual Fund has staggered in the past few years. The fund has provided its highest return in the year 2009, which was 108.75%. The fund’s return was negative in the year 2016 with -6.67%, but it has again gained good annualised returns in the year 2017 of 40.87%
The scheme has delivered the trailing returns of 7.16%, 16.61%, and 14.30% for 3, 5, 7-years as on June 7, 2018. The fund has provided the returns of 18.04% since its launch.
The fund is a multi-cap non-sector specific fund. It invests in various sectors including approximately 19% in banking, 17% in engineering, 9% in services, 8% in pharma, and the rest in others. Reliance Multi-Cap Fund’s average market capitalization is Rs 32,165.05 Cr as on June 7, 2018, out of which, 32% is invested in giant companies, 19% in large companies, 14% in mid-cap companies, and 13% in small-cap companies.
Its portfolio comprises 98% equities and equity-related securities and the rest in cash & cash derivatives. The highest holdings of the fund are in State bank of India, Indian hotels, Divi’s Laboratories, and Infosys.
Mr Sailesh Raj Bhan has been managing the fund since March 2005. He is the Deputy Chief Investment Officer of equities at Reliance MF. He has 19 years of experience in the equity research and fund management. He is qualified as an MBA and CFA.
The latest NAV of Reliance Multi-Cap Fund is Rs 89.3035 as on June 7, 2018. The fund manager selects the stocks in the fund on the philosophy that the fund should provide the liquidity at volatile times. The fund management team provides the exposure to mid and small-cap companies which help in alpha creation.
You may invest in the fund via SIP and lumpsum, as per your comfort. To seek assistance in this regards, connect with the experts by call or e-mail at MySIPonline.
The financial analysts of MySIPonline have researched about the fund, its performance, past returns, and portfolio designing, which have been briefed in the article further:
Reliance Multi-Cap Fund- An Outline
It is suitable for the investors who have a moderately high-risk appetite and seeking for the long-term capital gain by investing in equity and equity-related securities. The current AUM of the fund is Rs 10,053 Cr as on Apr 30, 2018.
Past Performance Analysis:
Reliance Multi-Cap Mutual Fund has staggered in the past few years. The fund has provided its highest return in the year 2009, which was 108.75%. The fund’s return was negative in the year 2016 with -6.67%, but it has again gained good annualised returns in the year 2017 of 40.87%
The scheme has delivered the trailing returns of 7.16%, 16.61%, and 14.30% for 3, 5, 7-years as on June 7, 2018. The fund has provided the returns of 18.04% since its launch.
Portfolio Designing:
The fund is a multi-cap non-sector specific fund. It invests in various sectors including approximately 19% in banking, 17% in engineering, 9% in services, 8% in pharma, and the rest in others. Reliance Multi-Cap Fund’s average market capitalization is Rs 32,165.05 Cr as on June 7, 2018, out of which, 32% is invested in giant companies, 19% in large companies, 14% in mid-cap companies, and 13% in small-cap companies.
Its portfolio comprises 98% equities and equity-related securities and the rest in cash & cash derivatives. The highest holdings of the fund are in State bank of India, Indian hotels, Divi’s Laboratories, and Infosys.
Fund Manager:
Mr Sailesh Raj Bhan has been managing the fund since March 2005. He is the Deputy Chief Investment Officer of equities at Reliance MF. He has 19 years of experience in the equity research and fund management. He is qualified as an MBA and CFA.
The latest NAV of Reliance Multi-Cap Fund is Rs 89.3035 as on June 7, 2018. The fund manager selects the stocks in the fund on the philosophy that the fund should provide the liquidity at volatile times. The fund management team provides the exposure to mid and small-cap companies which help in alpha creation.
You may invest in the fund via SIP and lumpsum, as per your comfort. To seek assistance in this regards, connect with the experts by call or e-mail at MySIPonline.
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