RELIANCE VISION FUND (Equity, Equity Large & Midcap)

Moderately High
22 yrs 10 monthsStarted on:08 Oct 1995
₹ 3076.42 Cras on: 13 Jul 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)
2 YR6.73
3 YR4.05

SIP Returns

TenureReturns (CAGR)
3 YR4.23
5 YR9.31
10 YR11.08

Portfolio

Company Name% Assets
State Bank of India9.1
Infosys Ltd.7.65
TVS Motor Co. Ltd.6.47
Tata Motors Ltd.6.3
Honeywell Automation India Ltd.5.9
Tata Steel Ltd.5.65
Larsen & Toubro Ltd.4.18
ABB Ltd.4.15
Steel Authority Of India Ltd.3.96
Canara Bank3.31

Top Sectoral Holdings

Sector Name% Assets
Financial21.57
Automobile17.98
Engineering16.09
Metals12.19
Technology7.65
Energy7.4
Construction6.84
Textiles2.68
Healthcare2.25
Chemicals1.63

Indicators

LabelValue
Portfolio turnover ratio122
Standard Deviation16.25%

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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