Reliance US Equity Opportunities Fund (D)

Reliance US Equity Opportunities Fund (D)

AMC Name: Reliance Mutual Fund

Riskometer

High

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Anju Chhajer
Fund Horizon OPEN
Inception Date 23-Jul-2015
Scheme AUM(CR) ` 47.01
Minimum SIP/LUMPSUM ` 100/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 100
SIP Dates 2,10,18,28
Entry Load 1.00% - If redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil - If redeemed or switched out after the completion of 1 year from the date of allotment of units.
Exit Load 1.00% - If redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil - If redeemed or switched out after the completion of 1 year from the date of allotment of units.
Expense Ratio 2.61

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.74% -3.37%
3 Month 5.73% -5.44%
6 Month 6.39% 1.35%
1 Year 11.99% -4.27%
3 Year 15.12% 9.45%
5 Year 0.00% 6.78%
Since Inception 12.46% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others