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​​​​​​​​​​​​​​ ​​​​​Home Funds and Performance Reliance Equity Hybrid Fund.​ ​​​​​​

Reliance Equity Hybrid Fund (formerly known as Reliance Regular Savings Fund - Balanced Option)

An open ended hybrid scheme investing predominantly in equity and equity related instruments

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This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment in equity and equity related instruments and fixed income instruments

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them

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  • Investment Objective:
    The primary investment objective of this option is to generate consistent return and appreciation of capital by investing in a mix of securities comprising of equity, equity related instruments and fixed income instruments.

Fund PerformanceGrowth Plan Growth Option

  • Latest NAV (22 Jun 2018)54.5897


NAV as on May 31, 2018: ` 54.5743

Performance of Reliance Equity Hybrid Fund as on 31/05/2018
Particulars1 Year CAGR %3 Year CAGR %5 Year CAGR %Since Inception
Reliance Equity Hybrid Fund 9.9311.2517.1813.96
B:CRISIL Hybrid 35+65 - Aggressive Index 9.5410.0312.9412.65
AB: S&P BSE Sensex (TRI)15.089.8113.8814.83
Value of `10000 Invested
Reliance Equity Hybrid Fund 10,99313,78222,10654,574
B:CRISIL Hybrid 35+65 - Aggressive Index 10,95413,33118,38046,960
AB: S&P BSE Sensex (TRI)11,50813,25119,163​60,239
Inception Date: Jun 8, 2005
​​​B - Benchmark    |   AB - Additional Benchmark |   TRI - Total Return Index
​​​Fund Manager: Sanjay Parekh (Since Apr 2012) & Amit Tripathi (Since Aug ​2010)
As TRI data is not available since inception of the scheme, benchmark performance is calculated using composite CAGR of S&P BSE Sensex PRI values from 08/06/2005 to 31/05/2007 and TRI values since 31/05/2007.
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​​PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Amit Tripathi

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Reliance Money Market Fund 6.756.887.267.258.018.03
Reliance Low Duration Fund 6.266.977.507.518.148.17
Reliance Floating Rate Fund 4.746.886.927.25​7.658.03
Reliance Hybrid Bond Fund 3.664.096.718.059.108.71
Reliance Prime Debt Fund6.014.907.657.418.098.12

​​

​Note​:

a.Mr. Amit Tripathi manages 6 open-ended schemes of Reliance Mutual Fund .

b. In case the number of schemes managed by a fund manager is more than six, in the performance data of other schemes, the top 3 and bottom 3 schemes managed by fund manager has been provided herein.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement.

d. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan).

Mr. Amit Tripathi has been managing Reliance Money Market Fund since Jun 2005, Reliance Low Duration Fund since Mar 2007, Reliance Floating Rate Fund Oct 2007, Reliance Hybrid Bond Fund Oct 2008, Reliance Prime Debt Fund since Oct 2008, Reliance Equity Hybrid Fund since Aug 2010

​​​PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Sanjay Parekh

Scheme Name/sCAGR %
1 Year Return 3 Years Return5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Reliance Hybrid Bond Fund3.664.096.718.059.108.71
Reliance Retirement Fund - Wealth Creation Scheme12.6512.8210.2510.44N.A.N.A.
Reliance Retirement Fund - Income Generation Scheme1.494.095.918.05N.A.N.A.
Reliance Equity Savings Fund 6.598.217.938.06N.A.N.A.
​​​​

​​Note​:

a.Mr. Sanjay Parekh manages 5 open-ended schemes of Reliance Mutual Fund .

b. In case the number of schemes managed by a fund manager is more than six, in the performance data of other schemes, the top 3 and bottom 3 schemes managed by fund manager has been provided herein.

c. Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement.

d. Different plans shall have a different expense structure. The performance details provided herein are of Growth Plan (Regular Plan).

TRI - Total Returns Index reflects the returns on the index arising from (a) constituent stock price movements and (b) dividend receipts from constituent index stocks, thereby showing a true picture of returns.

The performance of the equity scheme is benchmarked to the Total Return variant of the Index.

Mr. Sanjay Parekh has been managing Reliance Hybrid Bond Fund since Apr 2012, Reliance Equity Hybrid Fund since Apr 2012, Reliance Retirement Fund - Wealth Creation Scheme since Feb 2015, Reliance Retirement Fund - Income Generation Scheme since Feb 2015, Reliance Equity Savings Fund since May 2015

Past performance may or may not be sustained in future and the same may not necessarily provide the basis for comparison with other Investment. Dividends (if any) are assumed to be reinvested at the prevailing NAV. In case of LIQUIDBEES, returns are based on gross dividend per unit declared by the Fund. Bonus (if any) declared has been adjusted. Performance of dividend option would be Net of Dividend distribution tax, if any. Face value of scheme is `10/- per unit. Face Value of Reliance Low Duration Fund is `1000/- per unit. Face Value of Reliance Money Market Fund, Reliance Liquid Fund, Reliance Ultra Short Duration Fund is `1000/- per unit w.e.f 5th Aug 2012. Face value of Reliance ETF Junior BeES is `1.25/- per unit. Face value of Reliance ETF Liquid BeES is `1000/- per unit. Face value of Reliance ETF Gold BeES is `100/- per unit. In case, the start/end date of the concerned period is non-business day (NBD), the NAV of the previous date is considered for computation of returns. Schemes which have not completed one year, performance details for the same are not provided. Performance details of closed ended schemes are not provided since these are not comparable with other schemes.​​​​

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Fund Details

  • Inception Date8 Jun 2005
  • Fund ManagerMr. Amit Tripathi | Mr. Sanjay Parekh
Current Investment Philosophy
    • Reliance Equity Hybrid Fund endeavors to generate relatively better risk adjusted returns by investing in a combination of Equities and Fixed Income instruments. The fund attempts to optimize the benefit of Equity Growth potential with relative stability of fixed income investments.
    • On the equity space the fund aims to maintains a large cap oriented portfolio with a tactical exposure to emerging leaders to generate alpha.
    • The fixed income strategy is focused on generating higher accrual through investments in high quality instruments with a moderate duration.
Minimum Investment
500.00

    and in multiples of Re. 1 thereafter

Load Details

Entry Load*:

Not Applicable

*In terms of SEBI circular no. SEBI/IMD/CIR No.4/ 168230/09 dated June 30, 2009, no entry load will be charged by the Scheme to the investor effective August 1, 2009. Upfront commission shall be paid directly by the investor to the AMFI registered Distributors based on the investors' assessment of various factors including the service rendered by the distributor.

Exit Load**:

10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. Any redemption in excess of such limit in the first 12 months from the date of allotment shall be subject to the following exit load, Redemption of units would be done on First in First out Basis (FIFO):

1% if redeemed or switched out on or before completion of 12 months from the date of allotment of units.

Nil, thereafter.

**If charged, the same shall be credited to the scheme immediately net of Goods & Service tax, if any.

Product label

This product is suitable for investors who are seeking*:

  • Long term capital growth
  • Investment in equity and equity related instruments and fixed income instruments

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them



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Details as on May 31 , 2018

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