Reliance Short Term (Debt, Debt Short Duration)

Moderately Low
16 yrs 3 monthsStarted on:18 Dec 2002
₹ 8236.02 Cras on: 22 Feb 2019
Mid Term & Long Horizon
1.10%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate stable returns for investors with a short term investment horizon by investing in debt and money market instruments.

Exit Load

Entry load - NIL; Exit Load IS NIL W.E.F May 17, 2016

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.08
1 Month0.54
3 Month2.35
1 YR6.32
2 YR5.80
3 YR7.11

SIP Returns

TenureReturns (CAGR)
1 YR7.22
2 YR5.87
3 YR6.1
5 YR6.98
10 YR7.81

Portfolio

Company Name% Assets
Reliance Industries Ltd. 24/12/2020 7.07%4.94
Housing Development Finance Corpn. Ltd. 15/12/2020 8.70%4.25
GOI 28/01/2024 7.32%3.35
State Bank of India 02/11/2028 8.90%3.11
Muthoot Finance Ltd. 19/06/2021 8.75%3.01
HDB Financial Services Ltd. 12/07/20212.98
Panchshil Corporate Park Pvt. Ltd. 05/06/2022 8.33%2.69
Axis Bank Ltd. 28/06/2022 8.75%2.68
PNB Housing Finance Ltd. 31/10/2019 7.44%2.39
Axis Bank Ltd. 06/06/20192.37

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.8%
Beta0.68%
Sharpe Ratio0.29

Prashant R Pimple

Mr. Pimple is a MBA (Finance) and CTM.
Prior to joining Reliance Mutual Fund he has worked with Fidelity Mutual Fund, ICICI Bank, Bank of Bahrain & Kuwait, Saraswat Co-op Bank Ltd. and SIDBI.

Other Funds Managed by Prashant R Pimple