RELIANCE VISION FUND (Equity, Large Cap)

Moderately High
22 yrs 8 monthsStarted on:08 Oct 1995
₹ 3378.23 Cras on: 25 May 2018
Long Term Horizon
2.03%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The fund seeks capital appreciation by investing in larger stocks with good fundamentals and good long-term prospects.

Exit Load

No entry load will be charged for Subscriptions/Switch Ins W.E.F August 01, 2009. Exit Load for all subscriptions W.E.F August 24, 2009 is 1% if redeemed/Switched out on or before completion of 1 year from the date of allotment

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 YR0.31
2 YR12.70
3 YR6.06

SIP Returns

TenureReturns (CAGR)
2 YR2.91
3 YR6.43
5 YR11.31
10 YR11.81

Portfolio

Company Name% Assets
State Bank of India9.19
Tata Steel Ltd.8.15
TVS Motor Co. Ltd.7.96
Tata Motors Ltd.7.25
Infosys Ltd.6.39
Honeywell Automation India Ltd.5.55
Ambuja Cements Ltd.4.74
Larsen & Toubro Ltd.4.55
ABB Ltd.4.31
HDFC Bank Ltd.4.04

Top Sectoral Holdings

Sector Name% Assets
Financial24.34
Automobile19.56
Engineering17.93
Metals10.46
Construction9.29
Technology6.39
Energy5.95
Healthcare3.17
Chemicals1.8
Communication0.11

Indicators

LabelValue
Portfolio turnover ratio123
Standard Deviation15.75%
Sharpe Ratio0.17

Ashwani Kumar

Mr. Kumar is a B.Sc and MBA in Finance.
Prior to joining Reliance Mutual Fund he has worked with Zurich Asset Management Co. Ltd.

Other Funds Managed by Ashwani Kumar

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