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SP 500   1,669   2.87  Index Moved Up 0.17%
100375 106258 100376 100377 Large Value Funds Beers 
United States GSPC USD ...  |  Investing Opportunities


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Collecting data for 101162

Reliance quote and profile

 
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43.81
  
FUND
0.15  Macroaxis: 0.34 Up   0.34%  
May 21 2013 

Diversification Suggestion

Use Reliance to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze Reliance Equity Oppo Trend or Check current 30 days Reliance correlation with market (S&P 500)
1 Month Beta 0.39  
Highest Price:  
Lowest Price:  
43.81  
42.03  
May 17 2013 
April 26 2013 
As returns on market increase, Reliance returns are expected to increase less than the market. However during bear market, the loss on holding Reliance will be expected to be smaller as well.
Reliance Equity Opportunities Bns Small BetaReliance Equity Oppo Beta Legend
101162 India Bombay
Reliance Equity Opportunities Bns
Reliance Capital Asset Mgmt Limited
Small/Mid-Cap
Benchmark S&P 500
Currency: INR
Traded on Bombay Stock Exchange
    
Number of Employees1
Net Asset47.88 B
 thisGreen 101162 101162.BO agains markets  0.34 % Macroaxis: 0.34 Moved Up  
 
 United States SP 500   0.17 % Macroaxis: 0.17 Moved Up  
 
 India BSE   0.56 % Macroaxis: 0.56 Moved Down  
 
Compare to Competition Get Alpha   Get Advice
    
    

Reliance Price and Market Media

The median price of Reliance for the period between Sun, Apr 21, 2013 and Tue, May 21, 2013 is 42.66 with a coefficient of variation of 1.26. The daily time series for the period is distributed with a sample standard deviation of 0.54, arithmetic mean of 42.77, and mean deviation of 0.45. The Fund did not receive any noticable media coverage during the period.
Reliance         SP 500
Price Growth (%)
 

Reliance Summary

Reliance Equity Opportunities Bns [101162] is traded in India and was established in March 27, 2005. The fund is listed under Small/Mid-Cap category and is part of Reliance Capital Asset Mgmt Limited family. This fund presently has accumulated 47.88 B in total net assets with minimum initial investment of 5 K. Reliance Equity Opportunities Bns is currenly generating return of -6.84%, while the total return for the last 3 years was 43.05%.

Fund Instrument Allocation for Reliance

The fund consists of 95.1% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Past Market
Over 30
Days
10
Out Of
100
 
Chance of
Less
Than
%
 
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Reliance Research Report

Reliance vs. 100375

Correlation analysis and fundamentals comparison between Reliance Equity Oppo and Reliance Growth Div

Reliance Asset Under Management

Reliance Equity Opportunities Bns is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Small/Mid-Cap category is currently estimated at about 460.09 Billion. Reliance retains roughly 47.88 Billion in net asset claiming about 10% of funds listed under Small/Mid-Cap category.

Reliance Fundamentals

Price to Sales vs One Year Return
Year to Date Return vs Equity Positions Weight
Price to Sales vs Minimum Initial Investment
Holdings Turnover vs Equity Positions Weight

Reliance vs Competition

Reliance vs. Reliance Growth Div
Reliance vs. Reliance Growth Instl Gr
Reliance vs. Reliance Growth Bns
Reliance vs. Reliance Growth Gr
Reliance vs. Reliance Equity Opportunities Div
Reliance vs. Reliance Equity Opportunities Gr
Reliance vs. Reliance L-T Equity Gr
Reliance vs. Sundaram Sel Mid Cap Instl Gr
Reliance vs. Sundaram Sel Mid Cap Instl Div

Reliance May 21 2013 Opportunity Range

Downside Deviation0.8409
Information Ratio(0.25)
Maximum Drawdown2.12
Value At Risk(1.09)
Potential Upside1.56

 
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