RELIANCE QUANT PLUS FUND (Equity, Large Cap)

Moderately High
13 yrs 4 monthsStarted on:02 Feb 2005
₹ 28.37 Cras on: 22 May 2018
Long Term Horizon
1.09%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model.

Exit Load

Exit Load W.E.F June 05, 2015 is 0.25% of the applicable NAV if redeemed or switched out on or before completion of 1month from the date of allotment of units. There shall be no exit load after completion of 1 month from the date of allotment of units

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.19
1 YR9.86
2 YR17.52
3 YR7.00

SIP Returns

TenureReturns (CAGR)
1 YR2.1
2 YR10.85
3 YR11.44
5 YR10.69
10 YR11.12

Portfolio

Company Name% Assets
Tata Consultancy Services Ltd.5.73
Hindustan Unilever Ltd.5.36
Indusind Bank Ltd.5.28
HCL Technologies Ltd.5.27
Kotak Mahindra Bank Ltd.5.25
Tech Mahindra Ltd.5.17
Bajaj Finance Ltd.5.14
Larsen & Toubro Ltd.5.1
Vedanta Ltd.5.01
HDFC Bank Ltd.4.9

Top Sectoral Holdings

Sector Name% Assets
Financial30.27
Technology20.95
Energy13.1
Metals9.93
Automobile9.45
FMCG5.36
Construction5.1
Chemicals4.67

Indicators

LabelValue
Portfolio turnover ratio127
Standard Deviation13.32%
Beta0.95%
Sharpe Ratio0.42

Ashutosh Bhargava

Mr. Bhargava is B.Com & MBA (Finance)
He 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.
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