Reliance Growth Fund (G)

2
Mid Cap NAV 1072.2582 20.036 19 July, 2019
  • 10.21%
  • 7Y 2M

Reliance Growth Fund predominantly invests in equity and equity-related securities on following the research-based investment approach. The fund’s portfolio comprises the companies which have higher profitability potential and have consistent growth record. Reliance Growth Fund G is suitable for investors who have the appetite of tolerating moderately high-risk and seeking the long-term capital appreciation. The fund invests its corpus in mid-cap companies which falls between 101th to 200th position of full market capitalization.

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 08 October, 1995
Benchmark S&P BSE Mid Cap
Asset Size(Cr) 6749.63 (As on June 30, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1 % For 365 Days
Expense Ratio 1.86% (As on June 30, 2019)
Fund Manager Manish Gunwani

Investment Returns (As on 19 Jul, 2019)

  • 3 Month -4.79%
  • 6 Month 0.68%
  • 1 Year 2.28%
  • 3 Year 8.8%
  • 5 Year 10.21%
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Asset Allocation

  • Equity: 96.27%
  • Debt: 2.02%
  • Cash: 1.71%

Top Sector Allocation

  • Sector Allocation (%)
  • StateBankofIndia3.7554
  • MuthootFinanceLtd3.3639
  • BirlaCorpLtd3.2902
  • HSILLtd2.9345
  • ICICIBankLtd2.7452
  • OrientPaperIndustriesLtd2.5626
  • UPLLtd2.3701
  • JindalSawLtd2.2893
  • CyientLtd2.1671
  • TVSMotorCoLtd2.0204

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Reliance Growth Fund (G) 2.28% 8.8% 10.21%
Axis Mid Cap Fund (G) 2.08% 11.45% 11.8%
L&T Midcap Fund (G) -7.43% 9.76% 13.56%
DSP Midcap Fund (G) -0.99% 8.4% 12.75%
Kotak Emerging Equity Scheme (G) -0.73% 8.04% 14.44%
HDFC Mid-Cap Opportunities Fund (G) -6.85% 7.5% 11.95%

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Reliance Growth Fund: Enriching Investment Portfolio

Reliance Growth Fund is an open-ended scheme, which falls under the diversified equity category. It was launched on September 8, 1995, with the primary objective of achieving long-term growth of capital. To accomplish the set target, it has invested the funds in the equity and related instruments through a research-based investment approach. With a minimum amount of Rs.5000, one can start investing in this mutual fund programme. It also provides SIP to make the process even more convenient.

Reliance Growth Fund G, being a product from Reliance Mutual Funds, has gained significant market possession. It has been offering exceptional returns since its inception due to which it is among the most preferred strategies. It has an exit load of 2%(as on September 30, 2016) only which makes it cost efficient as well, and henceforth beneficial for the investors in every aspect. So, let us take an overview of this mutual fund investment programme to determine whether it is suitable for the portfolio or not.

Reliance Growth Fund - Investment Strategy

This aims at offering capital growth to the investors by investing the funds in the diversified sectors of the industries. The fund manager conducts a proper research of the market and selects such corporates for equity investment which could yield the aspiring profits. Sunil Singhania, the current fund manager of this scheme, has an eagle eye with which he grabs the best opportunities of the industry to offer maximum benefits to the investors. One can easily compute the returns of reliance growth fund scheme using the SIP calculator before taking the decision of investing in it.

Reliance Growth Fund Growth : Portfolio Review

With an asset size of Rs.5,784 crore as on August 31, 2016, it has allocated 96.48% of the funds in the equities while the remaining 3.22% in cash and call instruments. The allocation of reliance growth fund has been more efficient by making wide diversification of the capital in several sectors, which include financial, chemicals, construction, FMCG, diversified and many others. The average market capitalisation of this fund is Rs.20,755.87 as against 164,430.65 of its benchmark and Rs.15,486.90 of its category. The holdings strategy include UPL, HCL Technologies, Aditya Birla Nuvo, Muthoot Finance, State Bank of India and many more.

Reliance Growth Fund G - Performance Analysis

It is quite essential to take a glance at the track performance of the reliance fund growth scheme before making it a choice for investment. Here we have provided the specifications of the performance traits of this plan that would be helpful for you in making a selection.

Reliance Growth Fund’s NAV as on October 14, 2016, amounts Rs.919.2339. This scheme holds one of the highest NAVs in the industry, which is the proof of its remarkable performance. Furthermore, the absolute annual returns generated by this programme in 2012 and 2014 were 37.5% and 53.9%, respectively. It is ranked third under the ‘Diversified Equity funds’ category by CRISIL for the quarter ended in June 2016.

It is offering annualised returns of 26.8% and 17.2% for the three- and five-year investment, as against 13.2% and 11.3% benchmark. Accordingly, it has an outstanding track record, which shows its proficiency of yielding the desired returns.

In accordance with the above-mentioned description of the Reliance Growth Fund, it can be evaluated here that this mutual fund programme shall offer definite returns if the investors have a long-term investment horizon and want to put their money in the diversified scheme.

In addition, we would also want to let you know that by making an SIP investment in reliance growth fund, you would be able to fetch many other benefits that include compounding and averaging cost. So, instead of thinking anymore, you must make the investment in this plan right away to secure your future ahead. Plan your investment in mutual funds and lead path towards brighter future.

Also Read5 Best Mid Cap Funds to Invest in india

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Meet Our Clients
It has been a great experience of getting associated with you people, as you helped me out in making an effective and promising portfolio. The Reliance Growth Fund is proving to be the most efficient strategy and yielding unexpectedly higher returns. I am sure I will make high wealth in the coming years. Thank You all!!
Tejesvi Malhotra Haryana, India
I started investing in Reliance Growth Fund to create a good corpus for my younger sister’s marriage. I lost my parents in a car accident and therefore the responsibility is on me. I began investing in this mutual fund with an investment tenure of 10 years. It’s being 5 years and I am very much impressed by its midcap fund. Currently, I am investing Rs. 3500 per month and hope to achieve my goal.
Rudra Pratap Singh Ahmedabad, Gujarat
This Mutual Fund has always been my trusted brand and that’s the main reason due to which I didn’t hesitated even once before investing in Reliance Growth Fund. And, the brand once again proved its worth as the performance of the mid cap fund is pretty good. The portfolio allocation and investment style are in-line with my financial goals. Best scheme for the Reliance lovers.
Komal Shekhawat Delhi, India
I had to invest my money in the growth mutual funds because of the promising returns offered by them. I was looking for an advisor who could help me in opting for the right scheme for my portfolio. Then, I heard about MySIPonline and immediately approached them to help me out. One of their fund analysts directly got in touch with me and helped me to invest in Reliance Growth Fund. I am thankful to him and of course MySIPonline for helping me out. My portfolio is yielding great profits and I’m fully satisfied.
Prachi Mahajan Mumbai, Maharashtra
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