Reliance Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Plan - Growth Option

Reliance Retirement Fund- Wealth Creation Scheme- Direct Plan- Growth Plan - Growth Option of Reliance Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.47

Age

NA Years

Fund Manager

Sanjay Parekh

AuM (Rs Crores)

1316.0647

Asset Class

Hybrid-Equity

Net Asset Value:

13.3449

Rating

2

Benchmark

S&P BSE 500 TRI

Fund Type

Balanced

SEBI Category

Retirement Fund

Turnover Ratio(Monthly)

.67 Times

Fund Manager Details:

Sanjay Parekh B.com,A.C.A Prior to joining Reliance Mutual Fund he has worked with ICICI Prudential MF, Ask Investments Managers, Prabhudas Lilladher, Sunidhi Consultancy Services, Insight Asset Management and Capital Market Magazine.

Objective:

To provide capital appreciation and consistent income to the investors which will be in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments and fixed income securities.

Top Holdings:

  • Banks (18.4)
  • Finance (12.3)
  • Textiles (8.31)
  • Automobile (7.68)
  • Steel (6.2)
  • IT - Software (6.2)
  • Refineries (5.9)
  • Infrastructure Developers & Operators (4.11)
  • Tobacco Products (3.55)
  • Pharmaceuticals (3.4)


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