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Reliance Small Cap Fund - Growth Plan - Growth Option

Equity: Small Cap | Open Ended Schemes

Nav : 37.2492

1.36 (3.66 %)

20-09-2019

EASTERN FINANCIERS's Take:

This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more

One Time Monthly
One Time Amount
Min Investment ₹100
Min Investment ₹5000.0

Returns (since Sep 01, 2010)

15.7%

10 Year Returns

N/A

Doubled Money

N/A

Sharp Ratio

0.28 %

Volatility

18.41 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Reliance Small Cap Fund - Growth Plan - Growth Option 01-09-2010 -13.76 -3.73 7.5 10.77 0.0
Axis Small Cap Fund - Regular Plan - Growth 29-11-2013 9.96 6.27 10.25 11.5 0.0
BOI AXA Small Cap Fund Regular Plan Growth 12-12-2018 0.0 0.0 0.0 0.0 0.0
Edelweiss Small Cap Fund - Regular Plan - Growth 01-02-2019 0.0 0.0 0.0 0.0 0.0
Canara Robeco Small Cap Fund- Regular Plan - Growth option 08-02-2019 0.0 0.0 0.0 0.0 0.0
Principal Small Cap Fund - Regular Plan - Growth Option 13-05-2019 0.0 0.0 0.0 0.0 0.0
Invesco India Smallcap Fund - Regular Plan - Growth 30-10-2018 0.0 0.0 0.0 0.0 0.0
Tata Small Cap Fund-Regular Plan-Growth 02-11-2018 0.0 0.0 0.0 0.0 0.0
ICICI Prudential Smallcap Fund - Growth 18-10-2007 -1.34 -4.57 2.27 5.46 10.38
SBI Small Cap Fund - Regular Plan - Growth 05-09-2009 -6.56 -0.17 11.57 15.73 17.29

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
Reliance Mutual Fund
Launch Date
Sep 01, 2010
Expense Ratio
2.03%
Fund Category Risk
MODERATELY HIGH
Asset Size
7,541.96 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
5000.0
Minimum Topup
1000.0
Return since Launch
15.7%
Contact Details
Fund Manager(s)
Mr. Sunil B Singhania, Mr. Samir Rachh

PORTFOLIO ANALYSIS of Reliance Small Cap Fund - Growth Plan - Growth Option

PERFORMANCE of Reliance Small Cap Fund - Growth Plan - Growth Option

Scheme Performance (%)

Data as on - 20-09-2019

Yearly Performance (%)

RETURNS CALCULATOR for Reliance Small Cap Fund - Growth Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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