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Reliance Mid & Small Cap Fund-Growth

Ranked 180 out of 339 in - India over 12 months
All calculations are in USD unless stated

Managed by

Samir Rachh

Objective

The primary objective will be to generate long term appreciation & provide long term growth opportunities by investing in equity & equity related securities and derivatives in mid and small cap companies. The asset allocation pattern has been changed to 80-100 per cent in equity investments and 0-20 per cent in debt and money market instruments.

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

Performance

India over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -12.4%
2017 51.8% 20.7% 6.3% -0.2% 18.5%
2016 0.3% -12.8% 15.0% 9.7% -8.9%
2015 3.3% 4.4% -4.8% -1.2% 5.2%
2014 77.9% 10.1% 36.7% 8.6% 8.8%
2013 -8.9% -13.5% -8.6% -7.4% 24.4%
2012 37.3% 21.6% -6.1% 18.1% 1.9%
2011 -39.9% -11.9% 0.2% -14.2% -20.8%
2010 31.1% 6.1% 6.1% 17.9% -1.3%
2009 87.7% -9.5% 59.3% 17.3% 11.0%
2008 -63.3% -32.6% -15.8% -14.9% -24.0%
2007 83.5% -0.9% 21.0% 19.9% 27.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. India

Fund Info

  • Launch date27/12/2006
  • Share Class size26,963Mn
  • Base currencyINR
  • ISIN INF204K01GE7

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).