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SP 500   1,651   4.84  Index Moved Down -0.29%
100375 106258 100376 100377 Tech Funds Cars Action Alerts Macroaxis Picks 
United States GSPC USD ...  |  Investing Toolset


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Collecting data for 106258

Reliance quote and profile

 
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477.97
  
FUND
1.63  Macroaxis: 0.34 Up   0.34%  
May 23 2013 

Diversification Suggestion

Use Reliance to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze Reliance Growth Instl Gr Trend or Check current 30 days Reliance correlation with market (S&P 500)
1 Month Beta 0.51  
Highest Price:  
Lowest Price:  
477.97  
453.19  
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 Growth Instl Gr Small BetaReliance Growth Instl Gr Beta Legend
106258 India Bombay
Reliance Growth Instl Gr
Reliance Capital Asset Mgmt Limited
Small/Mid-Cap
Benchmark S&P 500
Currency: INR
Traded on Bombay Stock Exchange
    
Number of Employees1
Net Asset52.14 B
 thisGreen 106258 106258.BO agains markets  0.34 % Macroaxis: 0.34 Moved Up  
 
 United States SP 500   0.29 % Macroaxis: 0.29 Moved Down  
 
 India BSE   1.93 % Macroaxis: change 1.93 Moved Down  
 
Compare to Competition Get Alpha   Get Advice
    
    

Reliance Price and Market Media

The median price of Reliance for the period between Tue, Apr 23, 2013 and Thu, May 23, 2013 is 467.28 with a coefficient of variation of 1.67. The daily time series for the period is distributed with a sample standard deviation of 7.8, arithmetic mean of 465.76, and mean deviation of 6.37. The Fund did not receive any noticable media coverage during the period.
Reliance         SP 500
Price Growth (%)
 

Reliance Summary

Reliance Growth Instl Gr [106258] is traded in India and was established in August 8, 2007. The fund is listed under Small/Mid-Cap category and is part of Reliance Capital Asset Mgmt Limited family. This fund presently has accumulated 52.14 B in total net assets with minimum initial investment of 50 M. Reliance Growth Instl Gr is currenly generating return of -10.24%, while the total return for the last 3 years was 30.92%.

Fund Instrument Allocation for Reliance

The fund consists of 97.13% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Past Market
Over 30
Days
12
Out Of
100
 
Chance of
Less
Than
%
 
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Reliance Research Report

Reliance vs. 100375

Correlation analysis and fundamentals comparison between Reliance Growth Instl Gr and Reliance Growth Div

Reliance Asset Under Management

Reliance Growth Instl Gr is fifth largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Small/Mid-Cap category is currently estimated at about 464.35 Billion. Reliance retains roughly 52.14 Billion in net asset claiming about 11% of funds listed under Small/Mid-Cap category.

Reliance Fundamentals

Holdings Turnover vs Price to Book
Price to Earning vs Five Year Return
Holdings Turnover vs Net Asset
Year to Date Return vs Five Year Return

Reliance vs Competition

Reliance vs. Reliance Growth Div
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 Equity Opportunities Bns
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 23 2013 Opportunity Range

Downside Deviation0.7534
Information Ratio(0.06)
Maximum Drawdown2.6
Value At Risk(0.77)
Potential Upside1.14

 
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