Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Growth Option

Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Growth Option of Reliance Mutual Fund has asset class type as Large-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.21

Age

NA Years

Fund Manager

Manish Gunwani

AuM (Rs Crores)

1140.9231

Asset Class

Large-Cap

Net Asset Value:

90.2325

Rating

2

Exit Load

0.01

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Fund Type

Large Cap

SEBI Category

Dynamic Asset Allocation or Balanced Advantage

Turnover Ratio(Monthly)

4.87 Times

Fund Manager Details:

Manish Gunwani B.Tech (Mechanical), PGDM Overall 15 years of experience of which 8 years in equity research and one and half year in Fund management.

Objective:

The investment objective of the scheme is to capitalize on the potential upside in equity markets while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives. There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Top Holdings:

  • Banks (12.62)
  • IT - Software (8.12)
  • Finance (7.87)
  • Pharmaceuticals (5.1)
  • Refineries (4.28)
  • Power Generation & Distribution (3.66)
  • Auto Ancillaries (3.7)
  • Insurance (2.87)
  • Tobacco Products (2.49)
  • Cement (2.5)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition