The scheme seeks to capitalize on the potential upside in equity markets while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives.
No entry load will be charged for Subscriptions/Switch Ins W.E.F August 01, 2009. Exit Load for all subscriptions W.E.F August 24, 2009 is 1% if redeemed/Switched out on or before completion of 1 year from the date of allotment
Housing Development Finance Corpn. Ltd. 26/09/2022 7.28%
ICICI Bank Ltd.
Reliance Industries Ltd. 08/03/2022 8.30%
Reliance Industries Ltd.
Muthoot Finance Ltd. 19/06/2021 8.75%
LIC Housing Finance Ltd. 17/11/2020 7.65%
State Bank of India
Top Sectoral Holdings
Portfolio turnover ratio
Manish Gunwani,Ashutosh Bhargava
Mr. Gunwani is a B.Tech. and PGDM.Mr. Bhargava is B.Com & MBA (Finance) Prior to joining Reliance Mutual Fund, he has worked with ICICI Prudential Mutual Fund as Fund Manager and as Analyst in various organisations: Vicisoft Technologies, Lehman Brothers, Brics Securities , Lucky Securities, SSKI Securities and Prime SecuritiesHe had worked with Reliance AMC as deputy investment strategist, investment strategist & Fund Manager. He had also worked with Reliance Capital Ltd and JP Morgan India Service Pvt. Ltd as Economist.
Funds Performance By Manish Gunwani,Ashutosh Bhargava