RELIANCE SHORT TERM FUND (Debt, Debt Short Duration)

Moderately Low
15 yrs 8 monthsStarted on:18 Dec 2002
₹ 10745.73 Cras on: 17 Jul 2018
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)
YTD2.31
1 Month0.92
3 Month0.42
1 YR4.00
2 YR6.23
3 YR7.15

SIP Returns

TenureReturns (CAGR)
1 YR3.82
2 YR4.87
3 YR6.02
5 YR7.24
10 YR7.95

Portfolio

Company Name% Assets
Reliance Industries Ltd. 24/12/2020 7.07%5.53
National Bank For Agriculture & Rural Development 30/09/2020 6.98%4.83
GOI 15/02/2022 8.20%4.55
Axis Bank Ltd. 28/06/2022 8.75%4.14
Reliance Jio Infocomm Ltd. 18/11/2019 8.95%3.69
ONGC Petro Additions Ltd. 02/07/2019 8.75%2.8
Reliance Industries Ltd. 16/09/2020 6.78%2.56
Axis Bank Ltd. 8.75%2.48
Indiabulls Housing Finance Ltd. 22/08/2019 8.65%2.32
PNB Housing Finance Ltd. 31/10/2019 7.44%2.29

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.75%
Beta1.26%
Sharpe Ratio0.27

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

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