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Reliance Diversified Power Sector Fund-Growth

Ranked 2 out of 18 in - Utilities over 12 months
All calculations are in USD unless stated

Managed by

Sanjay Doshi

Objective

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. The Aset Allocation pattern would be as follows:-Equity and equity related instruments of companies in the power sector.80%-100% -Equity and equity related instruments of companies engaged in allied activities related to power sector & Debt and Money Market Instruments 0%-20%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Utilities over : 31/03/2017 - 31/03/2018
  • Rank 2/18 Total Return
  • Rank 18/18 Standard Deviation
  • Rank 18/18 Max Drawdown
Fund Name Currency Loss
14 NN Utilities Fund USD

-9.2%

15 UB Infra Kasvu

Currency exposure is hedged

Currency exposure is hedged

EUR

-9.4%

16 NN (L) Utilities P Cap USD USD

-9.7%

17 PARVEST Equity World Utilities Classic Cap EUR USD

-11.3%

18 Reliance Diversified Power Sector Fund-Growth USD

-12.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -12.5%
2017 72.0% 33.9% 0.1% 8.9% 17.8%
2016 -2.5% -11.2% 8.7% 3.8% -2.6%
2015 -4.3% 0.3% -4.4% -4.3% 4.3%
2014 47.8% 10.9% 40.8% -10.1% 5.3%
2013 -24.4% -17.7% -15.5% -12.1% 23.7%
2012 25.0% 28.2% -12.2% 12.2% -1.0%
2011 -53.4% -13.5% -4.5% -23.8% -26.0%
2010 9.7% 4.5% 0.0% 10.3% -4.8%
2009 102.7% -4.5% 66.4% 17.0% 9.0%
2008 -59.9% -24.5% -22.2% -10.6% -23.6%
2007 152.0% -4.0% 36.1% 30.0% 48.3%
2006 61.5% 32.2% -22.1% 22.8% 27.6%
2005 75.2% 12.5% 9.4% 30.8% 8.8%
2004 11.7% 23.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. India

Fund Info

  • Launch date10/05/2004
  • Share Class size14,356Mn
  • Base currencyINR
  • ISIN INF204K01AE0

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment100

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).