RELIANCE QUANT PLUS FUND (Equity, Equity Thematic)

Moderately High
13 yrs 6 monthsStarted on:02 Feb 2005
₹ 27.59 Cras on: 17 Jul 2018
Long Term Horizon
0.96%
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

Similar Funds
UTI-Transportation Logistics Fund
Return (CAGR) 18.97%
Crisil Ranking NA
Value Research NA
Franklin INDIA OPPORTUNITIES FUND
Return (CAGR) 11.40%
Crisil Ranking 3
Value Research NA
SBI Magnum Equity Fund
Return (CAGR) 15.26%
Crisil Ranking 5
Value Research NA
ICICI Prudential FMCG Fund
Return (CAGR) 17.52%
Crisil Ranking NA
Value Research NA
Aditya Birla Sun Life Manufacturing Equity Fund
Return (CAGR) 8.92%
Crisil Ranking NA
Value Research NA

Tenure

TenureReturns (CAGR)
1 YR4.84
2 YR12.89
3 YR7.38

SIP Returns

TenureReturns (CAGR)
1 YR3.02
2 YR10.35
3 YR11.94
5 YR10.62
10 YR11.15

Portfolio

Company Name% Assets
Infosys Ltd.8.56
HDFC Bank Ltd.8.29
Indusind Bank Ltd.8.1
Larsen & Toubro Ltd.7.6
Hero Motocorp Ltd.7.3
Bajaj Finance Ltd.5.61
Tech Mahindra Ltd.5.08
Tata Steel Ltd.5.08
Bajaj Finserv Ltd.4.87
Godrej Consumer Products Ltd.3.83

Top Sectoral Holdings

Sector Name% Assets
Financial31.68
Technology15.97
Automobile9.88
FMCG9.43
Construction8.78
Metals8.76
Cons Durable3.81
Chemicals3.28
Services2.54
Healthcare1.71

Indicators

LabelValue
Portfolio turnover ratio244
Standard Deviation13.27%
Beta0.94%
Sharpe Ratio0.16

Ashutosh Bhargava,Arun Sundaresan

Mr. Bhargava is B.Com & MBA (Finance)Mr. Sundaresan is CFA(USA), PGDEM, B.E Hons
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.Since last 14 year he has been associated with Reliance Mutual Fund and this period he has got experience in various areas.
© CRISIL Limited 2017. All Rights Reserved