RELIANCE SHORT TERM FUND (Debt, Debt Short Duration)

Moderately Low
15 yrs 11 monthsStarted on:18 Dec 2002
₹ 10132.11 Cras on: 17 Oct 2018
Mid Term & Long Horizon
1.08%
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)
YTD3.22
1 Month0.40
3 Month0.89
1 YR3.30
2 YR5.12
3 YR6.57

SIP Returns

TenureReturns (CAGR)
1 YR3.85
2 YR4.34
3 YR5.46
5 YR6.77
10 YR7.72

Portfolio

Company Name% Assets
Reliance Industries Ltd. 24/12/2020 7.07%5.48
Axis Bank Ltd. 28/06/2022 8.75%4.34
Reliance Jio Infocomm Ltd. 18/11/2019 8.95%3.89
ONGC Petro Additions Ltd. 02/07/2019 8.75%2.96
Housing Development Finance Corpn. Ltd. 27/03/20272.78
HDFC Bank Ltd. 25/01/20192.75
Axis Bank Ltd. 8.75%2.6
HDB Financial Services Ltd. 12/07/20212.45
National Bank For Agriculture & Rural Development 30/09/2020 6.98%2.3
Indiabulls Housing Finance Ltd. 22/08/2019 8.65%2.06

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.76%
Beta0.71%
Sharpe Ratio0.02

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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