RELIANCE SHORT TERM FUND (Debt, Short Term)

Moderately Low
15 yrs 6 monthsStarted on:18 Dec 2002
₹ 12068.23 Cras on: 22 May 2018
Short Term Horizon
1.05%
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)
YTD1.04
3 Month0.73
1 YR4.43
2 YR6.46
3 YR7.09

SIP Returns

TenureReturns (CAGR)
1 YR2.58
2 YR4.61
3 YR5.91
5 YR7.21
10 YR7.95

Portfolio

Company Name% Assets
Reliance Industries Ltd. 24/12/2020 7.07%5.06
GOI 11/06/2022 8.15%4.57
National Bank For Agriculture & Rural Development 30/09/2020 6.98%4.25
Axis Bank Ltd. 28/06/2022 8.75%3.73
Reliance Jio Infocomm Ltd. 18/11/2019 8.95%3.31
HDFC Bank Ltd. 25/01/20193.14
Sikka Ports and Terminals Ltd. 12/06/2023 8.45%2.8
Axis Bank Ltd. 22/05/20182.68
ONGC Petro Additions Ltd. 02/07/2019 8.75%2.49
Reliance Industries Ltd. 16/09/2020 6.78%2.3

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.73%
Beta1.24%
Sharpe Ratio1.63

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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