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RELIANCE VISION AND GROWTH FUND
(An Open ended Diversified Equity Scheme)

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Reliance Vision and Growth Fund

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FAQ's

Markets are scaling new peaks. Is it the right time to invest?

Indian economy appears to be in a structural growth phase supported by favourable factors like lower interest rates, lower inflation, policy reforms (GST, Banking Sector reforms etc.). Also, earnings growth which is yet to unfold is expected to improve over the next few quarters and can be an important trigger for the markets. Hence, we believe, equities as an asset class can deliver relatively superior returns over the long term.

What is the investment philosophy of Reliance Growth Fund?

Reliance Growth Fund is a midcap oriented fund aiming at long term long wealth creation through investments in high growth companies which are potential large caps. The portfolio is well positioned to benefit from domestic revival through allocation in themes like Urban Discretionary and Short Cycle Capex.

How has Reliance Growth Fund performed?

Rs. 1 lakh invested in Reliance Growth Fund has grown to over Rs. 1 Crore in less than 22 years (over 100 times!).

During the same period, Nifty50 Index has grown only 10 times.

(Note: During the period November 03, 1995 to July 26, 2017: Nifty50 had grown from 1000 to 10020.65 Reliance Growth Fund - Growth Plan NAV had grown from 10 to 1074.7839.)

What is the investment philosophy of Reliance Vision Fund?

Reliance Vision Fund invests in market leaders with established business models and has tactical exposure to high quality alpha creators. The portfolio is well positioned to benefit from domestic revival.

How has Reliance Vision Fund performed?

Rs. 1 lakh invested in Reliance Vision Fund has grown to over Rs. 55 Lakhs in less than 22 years (over 55 times!).

During the same period, Nifty50 Index has grown only 10 times.

(Note: During the period November 03, 1995 to July 26, 2017: Nifty50 had grown from 1000 to 10020.65 Reliance Vision Fund - Growth Plan NAV had grown from 10 to 553.5139)

Reliance Vision Fund

Fund Managers:- Ashwani Kumar

SCHEME PERFORMANCE SUMMARY
Performance of Reliance Vision Fund as on 31/07/2017
Particulars 1 Year CAGR % 3 Year CAGR % 5 Year CAGR % Since Inception
Reliance Vision Fund 24.26 15.12 17.68 20.23
B: S&P BSE 100 17.70 10.17 14.80 11.60
AB: S&P BSE Sensex 15.82 7.88 13.53 10.61
​Value of `10000 Invested
Reliance Vision Fund 12,441 15,264 22,581 558,005
B: S&P BSE 100 11,780 13,376 19,951 109,749
AB: S&P BSE Sensex 11,591 12,556 18,864 90,310
​Inception Date: Oct 8, 1995
​​​B - Benchmark    |   AB - Additional Benchmark
​​​Fund Manager: Ashwani Kumar (Since Jun 2003)​

Reliance Growth Fund

Fund Managers:- Sunil Singhania

SCHEME PERFORMANCE SUMMARY
Performance of Reliance Growth Fund as on 31/07/2017
Particulars 1 Year CAGR % 3 Year CAGR % 5 Year CAGR % Since Inception
Reliance Growth Fund 25.01 18.26 21.03 23.93
B: S&P BSE 100 17.70 10.17 14.80 11.60
AB: S&P BSE Sensex 15.82 7.88 13.53 10.61
​Value of ₹10000 Invested
Reliance Growth Fund 12,516 16,545 25,987 1,081,620
B: S&P BSE 100 11,780 13,376 19,951 109,749
AB: S&P BSE Sensex 11,591 12,556 18,864 90,310
Inception Date ​: Oct 8, 1995
​​​B - Benchmark    |   AB - Additional Benchmark
​​​Fund Manager: Sunil Singhania (Since Dec 2003)​
PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER:Ashwani Kumar
Scheme Name/s CAGR %
1 Year Return 3 Years Return 5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Reliance Tax Saver (ELSS) Fund 26.90 17.70 17.55 10.17 23.66 14.80
Reliance Top 200 Fund 23.81 18.56 16.08 11.68 19.79 15.68
​​

​​Note​:

​a.Mr. Ashwani Kumar manages 3 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).



PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Sunil Singhania
Scheme Name/s CAGR %
1 Year Return 3 Years Return 5 Years Return
Scheme Benchmark Scheme Benchmark Scheme Benchmark
Reliance Diversified Power Sector Fund 35.14 11.83 13.05 2.88 15.14 4.14
Reliance Mid & Small Cap Fund 22.38 26.43 19.89 19.72 25.13 21.00
Reliance Small Cap Fund 38.12 30.55 27.42 17.21 33.12 18.66
​​

​​Note​:

Mr. Sunil Singhania manages 4 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).

Past performance may or may not be sustained in future and the same may not necessarily provide the basis for comparison with other investment. Performance of the schemes (wherever provided) are calculated basis CAGR for the past 1 year, 3 years, 5 years and since inception. Dividends (if any) are assumed to be reinvested at the prevailing NAV. Bonus (if any) declared has been adjusted. 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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PRODUCT LABEL Vision Fund
This product is suitable for investors who are seeking*
  • long term capital growth
  • Investment in equity and equity related instruments through a research based approach
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.


PRODUCT LABEL-Growth Fund
This product is suitable for investors who are seeking*
  • long term capital growth
  • Investment in equity and equity related instruments through a research based approach
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.


OTHER SCHEME PRODUCT LABEL
​​Name of Scheme This product is suitable for investors who are seeking*:
Reliance Top 200 Fund(An Open Ended Diversified Equity Scheme)
  • long term capital growth
  • Investment in equity and equity related securities of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index.
RELIANCE SMALL CAP FUND(An Open Ended Equity Scheme)
  • Long term capital growth.
  • Investment in equity and equity related securities of small cap companies
Reliance Tax Saver (ELSS) Fund (An open ended Equity Linked Savings Scheme)
  • long term capital growth
  • investment in equity and equity related securities
RELIANCE MID & SMALL CAP FUND(An Open Ended Diversified Equity Scheme)
  • Long term capital growth.
  • Investment in equity and equity related securities including derivatives.
RELIANCE DIVERSIFIED POWER SECTOR FUND(An Open Ended Power Sector Scheme)
  • Long term capital growth.
  • Investment in equity and equity related securities of companies in power sector
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
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1800 300 11111 [email protected]
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.