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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 Rank 5

Background of Reliance Equity Hybrid Fund

Name of Fund Reliance Equity Hybrid Fund
Type of Fund ( Open / Close) Open-ended
Category of Fund Equity: Hybrid
Fund Manager Amit Tripathi
Launch Date 1-Jun-2005

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    Reliance Equity Hybrid Fund Performance

    Risk Grade Average
    Return Grade Above 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/Securities 58
    Total Bonds 39
    Avg Market Cap (in cr) 2.19
    Portfolio P/B Ratio 21.19
    Portfolio P/E Ratio 109091
    3Y Earning Growth (%) 7.28
    Average Matuarity
    Avg 52 Week High
    Avg 52 Week Low
    Average Credit Rating

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    Reliance Equity Hybrid Fund Composition

    Equity 72.58%
    Debt 25.08%
    Cash 2.35%
    Debentures
    Bonds
    NON Converitbles
    Zero Coupons
    Bonds (short term)
    Repo

    Reliance Equity Hybrid Fund Risk Analysis

    Standard Deviation 12.05
    Sharpe Ratio 0.25
    Beta 0.97
    R Square 0.91
    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

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    Reliance Equity Hybrid Fund Returns – Yearly

    2018
    2017
    2016
    2015
    2014

    Reliance Equity Hybrid Fund AUM

    2018 14059
    2017 10233
    2016 3772
    2015 1615
    2014 820

    Fund Expense Ratio

    2018
    2017 2.340%
    2016 2.930%
    2015 2.640%
    2014 2.850%

    Reliance Equity Hybrid Fund Quarterly Returns

    2018 Q1 -4.200%
    2018 Q2 1.060%
    2018 Q3 -0.620%
    2018 Q4
    2017 Q1 10.850%
    2017 Q2 5.870%
    2017 Q3 4.030%
    2017 Q4 6.100%
    2016 Q1 -3.900%
    2016 Q2 6.010%
    2016 Q3 6.120%
    2016 Q4 -3.610%
    2015 Q1 4.070%
    2015 Q2 0.150%
    2015 Q3 0.860%
    2015 Q4 3.440%
    2014 Q1 6.890%
    2014 Q2 18.990%
    2014 Q3 6.890%
    2014 Q4 5.330%

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    Fund Weightage by Sector

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

    Weightage by Securities Holding

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

    Fund Investment Information

    AMC Reliance Nippon Life Asset Management Ltd.
    Registrar Karvy Fintech Pvt Ltd.
    Minimum Investment 500
    Minimum SIP Investment 100
    Exit Load For 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.”


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