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Scheme Profile
Reliance Equity Opportunities Fund - Inst (G)
Summary Info
Fund Name : Reliance Mutual Fund
Scheme Name : Reliance Equity Opportunities Fund - Inst (G)
AMC : Reliance Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 08-Aug-07
Fund Manager : Sailesh Raj Bhan
Net Assets:Rs.Cr 3340.12
NAV Graph
NAV Details
NAV Date : 18-May-12
NAV [Rs] : 9.25
Buy/Repurchase Price [Rs] : 9.16
Sell/Resale Price [Rs] : 9.25
Entry Load % : NIL
Exit Load % : 1% if redeemed or switchd out on or efore completion of 1 years from the date of allotment of units. NIl if redeemed or switched out after the completion of 1 years from the date of allotment of units.
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax Benefits : NA
Min. Investment Rs : 50000000
Increm.Investment Rs : 100000
Performance(%)
  1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since INC
Scheme Return 0.02 -6.01 -5.74 8.96 0.49 -17.44 NA -17.52
Category Avg -0.98 -7.59 -9.48 1.53 -8.12 14.91 4.31 8.64
Category Best 0.26 0.68 1.52 11.85 12.48 35.31 16.19 39.63
Category Worst -2.68 -15.35 -19.02 -9.55 -28.87 -17.44 -12.89 -23.88
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.8057 7.6356 0.2325 1.4504 2.2033
Asset Allocation
Holdings 30-Apr-12
Company Name % Hold
Other Equities 8.67
Divi's Lab. 5.96
Infosys 4.88
St Bk of India 4.84
Maruti Suzuki 4.11
ICICI Bank 3.74
Trent 3.46
Aventis Pharma 3.40
Hathway Cable 2.96
Larsen & Toubro 2.95
Cummins India 2.88
Persistent Sys 2.84
Ranbaxy Labs. 2.73
Shoppers St. 2.73
Tata Motors 2.69
Info Edg.(India) 2.68
HCL Technologies 2.63
HDFC Bank 2.56
H P C L 2.13
Prestige Estates 2.08
Abbott India 1.95
Rain Commodities 1.95
Hinduja Ventures 1.90
Eicher Motors 1.89
Torrent Power 1.83
Bharat Forge 1.81
B P C L 1.80
MRF 1.62
I O C L 1.59
Reliance Inds. 1.48
Wipro 1.46
Max India 1.42
Ashok Leyland 1.37
Kirloskar Oil 1.32
Hindustan Media 1.32
Dish TV 1.01
Net CA & Others 3.34