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 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

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

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


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%

Find details on other Mutual Funds

Axis Strategic Bond Fund Kotak Medium Term Fund Regular Plan Sbi Dynamic Bond Fund
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Canara Robeco Bluechip Equity Fund Lic Mf Etf Nifty 50 Sbi Etf Sensex

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.”


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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