A small-cap scheme, Reliance Small Cap Fund Growth invests in equity, and equity-linked derivatives of companies falling below 250th position across the full market capitalisation. The primary objective of reliance smallcap fund is to offer long-term returns to the investors. The secondary aim is to earn consistent returns by investing in debt and money market securities. This is suitable for the investors with a high-risk appetite.
|Fund Type||Open Ended|
|Benchmark||S&P BSE Small Cap|
|Asset Size(Cr)||8063.26 (As on Mar 31, 2019)|
|Fund Manager||Samir Rachh , Dhrumil Shah|
|Min SIP Investment||100|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Sector||Value(In Cr)||Allocation (%)|
|CONSUMER NON DURABLES||5888.721||10.3968|
|INDUSTRIAL CAPITAL GOODS||5390.067||9.5165|
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|L&T Emerging Businesses (G)||-13.49%||18.56%||%|
|HDFC Small Cap Fund (G)||-7.66%||18.15%||19.04%|
|SBI Small Cap Fund (G)||-12.44%||16.02%||26.12%|
|Axis Small Cap Fund - Regular Plan (G)||-9.26%||12.06%||21.43%|
|Aditya Birla Sun Life Small Cap Fund (G)||-17.77%||11.21%||17.57%|
|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 (%)|
|TELECOM - ...||3377.639||5.9635|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
|VindhyaTelelinksLtd||Equity||TELECOM - EQUIPMENT & ACCESSORIES||-||1382.903||2.4416|
|TejasNetworksLtd||Equity||TELECOM - EQUIPMENT & ACCESSORIES||-||1107.271||1.955|
|ApexFrozenFoodsLtd||Equity||CONSUMER NON DURABLES||-||1098.437||1.9394|
|ZydusWellnessLtd||Equity||CONSUMER NON DURABLES||-||1021.535||1.8036|
|UnitedBreweriesLtd||Equity||CONSUMER NON DURABLES||-||1010.179||1.7835|
|SterliteTechnologiesLtd||Equity||TELECOM - EQUIPMENT & ACCESSORIES||-||887.465||1.5669|
|BharatElectronicsLtd||Equity||INDUSTRIAL CAPITAL GOODS||-||858.077||1.515|
|RadicoKhaitanLtd||Equity||CONSUMER NON DURABLES||-||787.409||1.3902|
|HondaSielPowerProductsLimited||Equity||INDUSTRIAL CAPITAL GOODS||-||785.073||1.3861|
|GenusPowerInfrastructuresLtd||Equity||INDUSTRIAL CAPITAL GOODS||-||682.331||1.2047|
|BajajCorpLtd||Equity||CONSUMER NON DURABLES||-||609.29||1.0757|
|AgroTechFoodsLtd||Equity||CONSUMER NON DURABLES||-||550.745||0.9724|
|VoltampTransformersLtd||Equity||INDUSTRIAL CAPITAL GOODS||-||515.514||0.9102|
|AparIndustriesLtd||Equity||INDUSTRIAL CAPITAL GOODS||-||492.543||0.8696|
|HoneywellAutomationIndiaLtd||Equity||INDUSTRIAL CAPITAL GOODS||-||470.748||0.8311|
|ISGECHeavyEngineeringLtd||Equity||INDUSTRIAL CAPITAL GOODS||-||448.33||0.7916|
|TexmacoRailEngineeringLtd||Equity||INDUSTRIAL CAPITAL GOODS||-||429.173||0.7577|
|CochinShipyardLtd||Equity||INDUSTRIAL CAPITAL GOODS||-||407.408||0.7193|
|AdvancedEnzymeTechnologiesLtd||Equity||CONSUMER NON DURABLES||-||376.662||0.665|
|JagranPrakashanLtd||Equity||MEDIA AND ENTERTAINMENT||-||333.829||0.5894|
|TDPowerSystemsLtd||Equity||INDUSTRIAL CAPITAL GOODS||-||300.87||0.5312|
|TataCoffeeLtd||Equity||CONSUMER NON DURABLES||-||242.44||0.428|
|DCMShriramLtd||Equity||CONSUMER NON DURABLES||-||192.024||0.339|
|SChandandCoLtd||Equity||MEDIA AND ENTERTAINMENT||-||125.93||0.2223|
|TVTodayNetworkLtd||Equity||MEDIA AND ENTERTAINMENT||-||34.392||0.0607|
|TataCapitalFinancialServicesLimited||Bond - Corporate Bond||-||-||1492.578||2.6353|
|LICHousingFinanceLimited||Bond - Corporate Bond||-||-||898.349||1.5861|
|LICHousingFinanceLimited||Bond - Corporate Bond||-||-||847.593||1.4965|
|SBICardsPaymentServicesPvtLimited||Bond - Corporate Bond||-||-||249.379||0.4403|
Reliance Small Cap growth fund is a small equity mutual fund scheme from Reliance Mutual Fund Online, which aims at offering financial stability and growth. It invests the money in the shares and stocks of such companies that have small market capitalisation. In order to provide capital appreciation, the reliance small cap fund g plan are invested in the equity and equity-related securities. Furthermore, to cater the consistent needs of investors, also puts the money into debt and money market instruments.
The primary focus is to generate superior risk-adjusted returns due to which the fund manager, Mr. Samir Rachh, invests in the small-sized companies which have high growth potential. The small-cap stocks are explicitly defined for this scheme to signify the ones whose market capitalization lie between the highest and the lowest market capitalization of the companies listed on the S&P BSE Small Cap. With such strategy of investment, Reliance Small Cap Fund G aims at gaining twin advantages of high growth and relatively lower valuation.
Reliance Smallcap Fund SIP provides you with an opportunity to invest in small amounts monthly and generate wealth in the future. This fund is diversified into various sectors and industries to minimize the exposure towards risk. Furthermore, the fund managers are focused on building a solution with multifold benefits. Henceforth, the investors seeking financial stability, capital growth, consistent returns, and even other financial benefits can start investing online in growth plan of Reliance Small Cap Fund. The investment can be either made by the route of SIP or lump sum.
The fund managers at Reliance Mutual Fund focus on identifying good growth businesses having a reasonable size, quality management, as well as rational valuation. They also adopt prudent risk-management techniques such as margin of safety and diversification across various sectors and stocks of the companies to generate risk-adjusted returns over the period of time.
Following are some of the parameters that would help you gain an overview of the Reliance Small Cap Fund:
Nature of Wealth Building : This small-cap equity mutual fund belongs to one of the renowned asset management companies having the primary objective of generating wealth in the long-term period. It invests the pooled capital in the high-growth small-sized companies which have great potential to raise extremely high returns at times when the market shines. Though it is significantly affected by the bearish phase, at the time of bullish phase it boosts at a much higher rate, thus making the invested capital flourish in just one go.
MySIPonline offers the ease of investing by providing excellent online services to the investors. Due to the combined efforts of both the companies (MySIPonline and Reliance Mutual Fund), investors get better exposure to the mutual fund market where they can invest systematically in reliable schemes.
To top it all, they can even enjoy the perks of a digitally advanced platform to bring smoothness to their mutual fund investment process. Here are the benefits that investors through MySIPonline can avail:
It is quite essential to know where your money will be put to fetch the returns. Being true to its label, it consistently features 65-70 percent allocation to small-cap stocks with most of the remaining holdings in mid-caps. The large-cap allocations are usually 5 percent or even less. The sectors in which majority of the assets are allocated include FMCG, Construction, Chemicals, Textiles, Banking/finance, and Engineering.
The total assets under its watch amount to Rs. 6,613 crore as on February 28, 2018. The fund allocation graph shows 90.59% of the asset allotment in the equities and related securities as per the recent data available on March 23, 2018. And, the remaining in debt and cash equivalents.
Reliance Small cap Fund has a significant portfolio designed while keeping the primary objective of the scheme in mind. It has majority of its assets invested in the equity securities of companies falling in diversified sectors. By investing in this scheme of Reliance Mutual Fund, you would be able to earn the growth benefits and enhance the worth of your capital. Further, this ensures little savings which can lead to capital appreciation in the long-term horizon.
You can invest your money online using the SIP mode. With this, you would be able to earn the growth benefits and enhance the worth of your capital. By investing majority of the assets into equity and related instruments and ensures the appreciation of capital. In addition, this scheme makes allotment of some of the amount in the debt securities and helps in fetching regular returns. Henceforth, online investment in reliance small cap fund g plan is an apt choice for the investors to attain financial stability and a promising future. So do not wait more start your action by making online investment in one of the top reliance smallcap fund growth sip scheme online today for better tomorrow.
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