Reliance Index Fund - Sensex Plan - Direct Plan Growth Plan - Growth Option

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

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.29

Age

NA Years

Fund Manager

Payal Kaipunjal

AuM (Rs Crores)

10.3381

Asset Class

Index-Large-Cap

Net Asset Value:

18.3582

Rating

2

Exit Load

0.003

Benchmark

S&P BSE Sensex TRI

Fund Type

Large Cap

SEBI Category

Index Fund

Turnover Ratio(Monthly)

.57 Times

Fund Manager Details:

Payal Kaipunjal B.Com., M.B.A., & PGDIM She was handling fund management in Portfolio Management Services Department from June 24 to January 26. From February 26 she has been working in the mutual fund division and is a part of the fund management team. At present she has been designated as Asst. Vice President.

Objective:

To replicate the composition of the Sensex, with a view to generate returns that are commensurate with the performance of the Sensex, subject to tracking errors.

Top Holdings:

  • Banks (3.75)
  • IT - Software (13.37)
  • Refineries (1.38)
  • Automobile (9.1)
  • Finance (8.39)
  • Tobacco Products (7.4)
  • Infrastructure Developers & Operators (5.1)
  • FMCG (3.29)
  • Power Generation & Distribution (2.49)
  • Mining & Mineral products (2.6)


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