Reliance Multi-Cap Fund Best Gains From a Diversified Portfolio
What is Reliance Multi-Cap Fund? • It is a top performing multi-cap mutual fund which uses the equity instruments of large, mid, and small-cap companies to deliver long term capital appreciation. • The fund manager is free to have any proportion of holdings in any segment. • It is chosen by a large number of investors and holds significant AUM. • Reliance Multi-Cap Fund was previously known as Reliance Equity Opportunities Fund.
Why to Invest? Diversity in Investments
Opportunity to Grab Best Outputs
Consistent Gains in Long Term
Managed by Professionals
Fund Details Category:
Equity: Multi Cap
Assets:
Rs 10,687 crore (As on May 31, 2019)
Expense:
1.99% (As on May 31, 2019)
Fund House:
Reliance Mutual Fund
Launch Date:
28-Mar-05
Benchmark:
S&P BSE 500 TRI
Type:
Open-ended
Return since Launch:
17.52%
Exit Load (%)
1% for redemption within 365 days
Where Does it Invest? • The fund manager generally maintains a well
Market Allocation
diversified portfolio with decent involvement of stocks of different size. • Growth style of investment is followed by targeting stocks with superior track record.
20.11% 38.28%
• A total of 52 stocks are present in the portfolio. • The portfolio is overweight on services, engineering, and construction sector.
26.71% 14.90%
Gi ant (%) Large (%) Mi d (%) Smal l (%)
Top Holdings Company
Sector
% Assets
State Bank of India
Financial
9.56
Axis Bank
Financial
6.43
Indian Hotels
Services
5.51
ICICI Bank
Financial
5.47
Larsen & Toubro
Construction
5.1
ITC
FMCG
3.65
Aditya Birla Fashion and Retail
Services
3.64
Honeywell Automation
Engineering
3.6
HDFC Bank
Financial
3.18
Divi's Laboratories
Healthcare
3.01
Performance History YTD
1-Month
3-Month
1-Year
3-Year
5-Year
10-Year
Fund
4.80
-1.67
1.32
15.49
11.45
9.83
17.11
S&P BSE 500 TRI
5.76
-2.03
-0.04
6.39
12.47
10.25
11.99
Category
6.25
-1.43
1.07
5.33
11.03
10.56
13.15
• Reliance Multi-Cap Fund has been a consistent performer and the long term returns have been outstanding. • Despite volatile market trends, it delivered more than 15% returns in last one year. • The performance of the scheme has been impressive in the positive as well as negative market.
Fund Manager Mr Shailesh Raj Bhan
MBA & CFA Deputy CIO-Equity at Reliance Mutual Fund
• Mr Shailesh Raj Bhan has more than 2 decades of experience in asset management business. • Mr Bhan has been handling the portfolio of Reliance Multi Cap Fund since 2005. • Apart from Reliance Multi-Cap Fund, he also handles many of the top performing schemes at Reliance Mutual Fund.
Who Should Invest? • Reliance Multi Cap Fund is ideal for the investors who prefer diversification in the portfolio. • It is ideal for those who seek long term capital appreciation from equity portfolio. • The fund possess slightly higher risk than many of the peers and must be chosen by those who can take slightly higher risk. • The fund must be chosen for tenure of more than 5 years.
Invest Your Hard Earned Corpus at the Most Trusted Platform
Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 8-7-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.