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 Type||Open Ended|
|Benchmark||CRISIL Balanced Fund Aggressive|
|Asset Size(Cr)||14202.63 (As on Jul 31, 2018)|
|Fund Manager||Amit Tripathi (7.9), Sanjay Parekh (6.2)|
|Notes||Regular Savings Fund - Hybrid Option has been restructured in terms of the Asset Allocation, Investment Objective and other features. It has been renamed to Regular Savings Fund Balanced Option w.e.f January 13, 2007. Reliance Regular Savings Fund ? Balance Option has introduced dividend option w.e.f. 01-04-2009.|
|Min SIP Investment||100|
|Min Addl Investment||500|
|Exit Load||1 % For 365 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Reliance Equity Hybrid Fund (G)|| ||7.2 %||10.95 %||20.03 %|
|Aditya Birla Sun Life Equity Hybrid 95 Fund (G)|| ||5.94%||10.22%||19.15%|
|ICICI Prudential Equity & Debt Fund (G)|| ||7.09%||10.99%||19.43%|
|SBI Equity Hybrid Fund (G)|| ||11.48%||10.1%||19.27%|
|L&T Hybrid Equity Fund (G)|| ||6.43%||9.8%||19.61%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment || Amount Invested || Investment Value As on date || Units Purchased || CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested || Investment Value As on Date || Total Units Purchased || Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
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.
The philosophy on the basis of which this scheme functions involves the following:
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.
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:
Therefore, you can evaluate here that this scheme can provide you a high degree of returns and capital growth in the long-term horizon. 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.