Nippon India Equity Hybrid Fund - Growth Plan

Aggressive NAV 84.5416 0 05 December, 2023

Reliance Equity Hybrid Fund, previously known as Reliance Regular Savings Fund - Balanced Option is an open-ended scheme. The fund invests in the mix of securities comprising of equity, equity-related securities and fixed income instruments. Reliance Equity Hybrid offers long-term capital growth to the investors with an appetite of tolerating moderately high-risk. The fund tries to optimize the growth by providing exposure to the portfolio in the large-cap companies.

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 June, 2005
Benchmark CRISIL Hybrid 35+65 Aggressive TRI
Asset Size(Cr) 3071.6483
Turn over 40%
Min Investment ₹ 500
Min SIP Investment ₹ 100
Min Addl Investment ₹ 500
Exit Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Expense Ratio 2.03
Fund Manager Meenakshi Dawar, Sushil Budhia, Akshay Sharma
Fund House Nippon India Mutual Fund

Investment Returns (As on 05 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.7% 1.58% 1.37%
1 M -0.68% 4.02% 2.99%
3 M 2.29% 1.44% 1.72%
6 M 13.84% 0.35% 0.47%
1 Y 16.46% 7.25% 6.04%
2 Y 11.8% 12.49% 9.96%
3 Y 20.69% 23.79% 19.46%
5 Y 9.2% 12.46% 9.61%

Risk Mesasures (As on 05 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 11.61 1.47 4 0.84
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 1.49%

Return Calculator

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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.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Nippon India Equity Hybrid Fund - Growth Plan 16.46% 20.69% 9.2%
ICICI Prudential Equity & Debt Fund - Growth 19.68% 30.66% 17.86%
SBI Equity Hybrid Fund - Regular Plan -Growth 10.04% 16.48% 13.27%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 11.56% 16.03% 10.72%

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Reliance Regular Savings Fund (G): Providing Regular Growth

Reliance Regular Saving Fund is one of the top-performing mutual funds in India which was launched in 2005 by a proficient team of fund managers of Reliance Mutual Fund. It is a balanced plan which is focused on providing capital appreciation to the investors in the long run. It generates consistent returns by investing the accumulated funds in the equity and equity-related securities. The investors seeking long-term capital growth can start their SIP in this scheme.

Reliance Regular Saving Fund (G) being a balanced fund among the various mutual fund investment plans, provides the benefits of both the worlds in the form of consistency in returns and financial soundness. We provide an overview of the same here to help you in getting its complete knowledge.

Reliance Equity Hybrid Fund (G) : Investment Details

The philosophy on the basis of which this scheme functions involves the following:

  • It aims to participate in the investment opportunities across all the sectors and market capitalisation which proves that it is a multi-cap fund.
  • As per the situation and market performance, the fund manager keeps modifying its portfolio by changing the proportion between large and small cap from time to time.
  • It focuses on investment in macro trends and niche companies which have the potential for sustainable growth. Thus, it follows the ‘Top Down & Bottom Up’ investing strategy.
  • The minimum amount for investing in this scheme is Rs.500 only and to start an SIP you just need to pay Rs.100.
  • NAV of Reliance Regular Saving Plan amounts to Rs.53.252 as on November 16, 2016.
  • It focuses on availing the major benefits of all the market changes in a positive manner in order to create a huge wealth for the future of the investors.

Reliance Regular Savings Fund Growth : Performance Review

This scheme holds the fourth position under the ‘Diversified Equity’ category by CRISIL for the quarter which ended in June 2016. It has been generating positive returns since its inception and has offered huge wealth to the investors until now. The absolute annual returns for the year 2012 and 2014 were 46.0 and 55.1 percent respectively which generated great yields. The three- and five-year investment in this programme are providing 20.30 and 15.70 percent respectively. Accordingly, it is of high worth for everyone to make a SIP in this plan to make a worthy portfolio.

Reliance Regular Savings Growth Plan : Portfolio Analysis

With an asset size of Rs.2,891 crore as on October 31, 2016, this strategy has put around 97 percent funds in the equity and related instruments of divergent sectors and companies to provide diversification. Furthermore, it has certain investments in the cash and call instruments as well to provide regularity in income. As per the investment philosophy followed by the fund managers of this scheme, this mix of investment between different asset classes keeps changing as per the scenario.

Reliance Regular Saving Scheme has an average market capitalisation of Rs.21,805.34 crore, which proves its market possession in comparison with its category average. The sector allocation graph depicts that majority of the assets have been invested in the financial, engineering, automobile, construction, and technology industries to gain higher returns in a risk-adjusted manner. Moreover, the top holdings of this plan are among the best entities which have the capability of generating greater profits for the investors. They include:

  1. Honeywell Automation
  2. Bombay Burmah
  3. HDFC Bank
  4. Larsen & Toubro
  5. Kotak Mahindra Bank
  6. Indian Oil Corporation

Therefore, you can evaluate here that this scheme can provide you a high degree of returns and capital growth in the long-term horizon. As you can calculate returns using SIP Calculator. You must buy the same for your portfolio if you desire to achieve your long-term financial goals with efficiency.

We, at MySIPonline, recommend Reliance Regular Saving Fund (G) to the investors because we are convinced with its track records and holdings. But still, if you desire to get some assistance while purchasing this strategy, you can avail our services anytime.

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