Reliance Equity Hybrid Fund – Analyse AUM, NAV, Returns and more

Reliance Equity Hybrid Fund is an Open-ended, hybrid-cap category fund launched in 2005 by Reliance Mutual Fund. The fund manager name is Amit Tripathi. The risk in this fund is average but the returns are above average. In this article, we will do a detailed analysis of the Reliance Equity Hybrid Fund, we will dig deep into its AUM, NAV Returns & more.

Reliance Equity Hybrid Fund


Reliance Equity Hybrid Fund Ranking

Crisil MF Rank5

Background of Reliance Equity Hybrid Fund

Name of FundReliance Equity Hybrid Fund
Type of Fund ( Open / Close)Open-ended
Category of FundEquity: Hybrid
Fund ManagerAmit Tripathi
Launch Date1-Jun-2005

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Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


Reliance Equity Hybrid Fund Performance

Risk GradeAverage
Return GradeAbove Average
NAV (as on current Date)Rs. 52.54 as on Dec 14, 2018
Net Asset (as on current date)Rs. 13325.6 crore as on Nov 30, 2018

Portfolio Characteristics

Total Stock/Securities58
Total Bonds39
Avg Market Cap (in cr)2.19
Portfolio P/B Ratio21.19
Portfolio P/E Ratio109091
3Y Earning Growth (%)7.28
Average Matuarity
Avg 52 Week High
Avg 52 Week Low
Average Credit Rating

Know about other Mutual Funds

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Aditya Birla Sun Life Tax PlanInvesco India Tax PlanReliance Large Cap Fund
Aditya Birla Sun Life Tax Relief 96Jm Core 11 FundReliance Multi Cap Fund

Reliance Equity Hybrid Fund Composition

Equity72.58%
Debt25.08%
Cash2.35%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

Reliance Equity Hybrid Fund Risk Analysis

Standard Deviation12.05
Sharpe Ratio0.25
Beta0.97
R Square0.91
Alpha-2.08

Reliance Equity Hybrid Fund NAV – Yearly

2018
2017
2016
2015
2014
52 Week High (NAV)57.29
52 Week Low (NAV)50.3

Get detailed analysis of other Mutual Funds

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Axis Long Term Equity FundKotak Equity Savings Fund Regular PlanSbi Bluechip Fund

Reliance Equity Hybrid Fund Returns – Yearly

2018
2017
2016
2015
2014

Reliance Equity Hybrid Fund AUM

201814059
201710233
20163772
20151615
2014820

Fund Expense Ratio

2018
20172.340%
20162.930%
20152.640%
20142.850%

Reliance Equity Hybrid Fund Quarterly Returns

2018 Q1-4.200%
2018 Q21.060%
2018 Q3-0.620%
2018 Q4
2017 Q110.850%
2017 Q25.870%
2017 Q34.030%
2017 Q46.100%
2016 Q1-3.900%
2016 Q26.010%
2016 Q36.120%
2016 Q4-3.610%
2015 Q14.070%
2015 Q20.150%
2015 Q30.860%
2015 Q43.440%
2014 Q16.890%
2014 Q218.990%
2014 Q36.890%
2014 Q45.330%

Find details on other Mutual Funds

Axis Strategic Bond FundKotak Medium Term Fund Regular PlanSbi Dynamic Bond Fund
Bnp Paribas Short Term FundKotak Standard Multicap Fund Regular PlanSbi Etf Nifty 50
Canara Robeco Bluechip Equity FundLic Mf Etf Nifty 50Sbi Etf Sensex

Fund Weightage by Sector

1Financial (27.48%)
2Construction (11.65%)
3Metals (6.97%)
4Automobile (6.71%)
5Energy (6.01%)
6Technology (4.22%)
7Healthcare (2.45%)
8FMCG (2.12%)
9Services (2.09%)
10Communication (1.83%)

Weightage by Securities Holding

1HDFC Bank (9.18%)
2Grasim Industries (5.19%)
3Infosys (4.01%)
4State Bank of India (3.88%)
5Larsen & Toubro (3.55%)
6Reliance Industries (3.5%)
7Bharat Financial (3.40%)
8ICICI Bank
9HDFC
10Tata Steel

Fund Investment Information

AMCReliance Nippon Life Asset Management Ltd.
RegistrarKarvy Fintech Pvt Ltd.
Minimum Investment500
Minimum SIP Investment100
Exit LoadFor units in excess of 10% of the investment,1% will be charged for redemption within
365 days

Conclusion:

“The scheme aims to generate consistent returns by investing a major portion in equity and a small portion in debt and money market instruments. It will invest upto 50 per cent of its assets in equities and equity related securities and atleast 25 per cent of its assets in debt and money market instruments with an average maturity of 1 to 7 years.”


Invest in Reliance Equity Hybrid Fund – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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