Gone are the days when investing in mutual funds was considered to be risky. Now, the time has changed and a lot of people invest in various schemes. Though, it is a matter of fact that MF investment does not guarantee returns as these funds are directly linked to market fluctuation. Thus, their performance is solely dependent upon the market condition. However, if we talk about other investment instruments then as compared to them, MFs are performing really well, best-known for giving the better returns.
This is the reason that nowadays, people after comparing the returns of all investment avenues are showing their keen interest to invest in a variety of MF schemes. Yes, be it equity, debt or hybrid, there are plenty of schemes available, catering various financial needs and goals of all. And, Reliance mutual fund schemes is one such name in the segment, which offers the widest range of schemes to choose from. So, let’s know more about this fund house after taking into considering its different schemes available for investment.
Just glance at the article below to know about the different schemes offered by this renowned financial company:
Equity Fund
Reliance Banking Fund
NAV:258.15
Return Since Inception:25.32%
Started On:26 May,2003
1 Year Returns:30.19%
10 SIP Returns:19.39%
AUM:₹ 2967.75 Cr
Minimum Investment:₹ 5,000
Expense Ratio:2.04%
Exit Load:1%
Fund Manager: Sanjay Parekh
Portfolio Holdings: HDFC Bank Ltd. (21.84%), ICICI Bank Ltd. (13%), State Bank of India (7.58%), Indusind Bank Ltd. (5.77%), Reliance Capital Ltd (5.39%), Yes Bank Ltd. (4.1%), Federal Bank Ltd. (3.96%), Muthoot Finance Ltd (3.14%), ICICI Prudential Life Insurance Company Ltd. (3.03%), Max Financial Services Ltd. (2.89%)
Sectoral Holdings: Financial (97.63%)
Debt Fund
Reliance Corporate Bond Fund
NAV: 13.76
Return Since Inception:10.12%
Started On:26 June, 2014
1 Year Returns:8.04%
AUM:₹ 7852.41 Cr
Minimum Investment:₹ 5,000
Expense Ratio:1.70%
Exit Load:NIL-1%
Fund Manager: Prashant R Pimple and Jahnvee Shah
Portfolio Holdings: Reliance Ports and Terminals Ltd 12/06/2023 8.45%. (4.89%), Vodafone Mobile Services Ltd. 10/07/2019 8.15% (4.19%), Idea Cellular Ltd. 27/01/2022 8.04% (3.8%), Panchshil Corporate Park Pvt. Ltd. 05/06/2022 8.33%(2.24%), Durg Shivnath Expressways Pvt. Ltd. 30/08/2029 8.75% (2.2%), Sterlite Industries (India) Ltd. 05/04/2023 9.10% (2.18%), HDFC Bank Ltd. 31/12/2099 8.85%. (2.07%), Reliance Utilities and Power Pvt. Ltd 26/04/2023 8.95% (1.89%), Punjab National Bank 8.98%. (1.83%),Bank Of Baroda 8.50% (1.82%)
Hybrid Fund
Reliance Regular Savings Fund-Balanced Plan
NAV: 53.64
Return Since Inception:14.55%
Started On:08 June,2005
1 Year Returns:19.35%
10 SIP Returns:16.34%
AUM:₹ 9069.36 Cr
Minimum Investment:₹ 500
Expense Ratio:1.98%
Exit Load:Nil
Fund Manager: Amit Tripathi and Sanjay Parekh
Portfolio Holdings: HDFC Bank Ltd. (8.44%), Grasim Industries Ltd.(5.25%), ICICI Bank Ltd. (4.26%), Infosys Ltd.(4.18%), Larsen & Toubro Ltd.(3.21%), Housing Development Finance Corpn. Ltd (2.58%), Reliance Industries Ltd.(2.53%), Indusind Bank Ltd. (2.38%), Maruti Suzuki India Ltd.(2.29%), Reliance Home Finance Ltd. 03/01/2032 9.25% (1.94%)
Sectoral Holdings: Financial (27.14%), Automobile (7.2%), Metals (6.3%), Construction (6.21%), Diversified (5.25%), Energy (5.2%), Technology (4.47%), Healthcare (2.93%), Services (2.17%), FMCG (1.29%)
Moreover, after reading the article above, I hope it is now easy for you to differentiate which scheme will best suit your financial goals. Be it knowing the NAV, Returns, Fund Manager, Minimum Investment or AUM, the above-mentioned funds give all the required credentials, helping you to select the best fund after taking into consideration various aspects.
So, what are you waiting for? It’s time that you should know about these top-performing schemes of Reliance mutual fund schemes and start investing in the same so as to reap the maximum benefits in the future!
Disclaimer- Mutual Funds are subject to market risks. Please read the scheme related documents carefully before investing.
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