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Overview on Reliance Small Cap Fund

This presentation covers the complete information on Reliance Small Cap Fund which includes Basic Details, Investment Strategy, Sector Allocation, Top Holdings, Performance Analysis, Fund Manager, Who Should Invest and Interesting facts about this fund.

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Overview on Reliance Small Cap Fund

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  1. Reliance Small Cap Fund A High-Rewarding Scheme for the Adventurous Investors

  2. Basic Details

  3. Investment Strategy • Reliance Small Cap Fund is a high risk fund which has a significant allocation in the small-cap stocks. • It does not strictly follow either of value or growt style of investment. • The stocks selected have good fundamental and are bought at a reasonable price. • It also has a residual allocation in the fixed income securities.

  4. Sector Allocation -The fund manager of Reliance Small Cap Fund prefers the small cap stocks of Engineering and Financial Sector as the portfolio is overweight on both the sectors. -The portfolio is highly diversified into 14 different sectors.

  5. Top Holdings

  6. Performance Analysis • Reliance Small Cap Fund has the ability to deliver highest gains in the category and has done it many times in the past • Due to highly volatile portfolio, the returns of long term are commendable but negative returns in the short term is common. • It has constantly beaten the benchmark in positive as well as negative markets since inception.

  7. Fund Manager Mr Samir Rachh Senior Fund Manager at Reliance Mutual Fund (B.Com (H)) • Mr Rachh has more than 25 years of experience in the asset management business. • Before Reliance Mutual Fund, he was associated with Hinduja Finance, Emkay Research and Anvicon Research • He is handling Reliance Small Cap Fund and Reliance Capital Builder Fund IV Series C & D since January 2017.

  8. Interesting Facts About the Fund Reliance Small Cap Fund is popular for being one of the most aggressive schemes in India. Despite having higher volatility or standard deviation than most of the peers, it has maintained a better risk to reward ratio in the small-cap category. The calendar years of 2014 and 2017 were most favourable for the fund and it overtook the benchmark as well as category average to deliver 97.6% and 62.97% annual gains respectively. It hasn't faced a challenging market conditions but has done better than the benchmark and most of the peers in the down market of 2011 and 2018. It doesn't accept investments through lump sum and only allows SIP mode of investment.

  9. Who Should Invest? Reliance Small Cap Fund has a very high risk portfolio and the investment strategy is also agressive but the returns in the long term are exceptional. Investors who can take high risk and can stay invested for more than 7 years can invest in Reliance Small Cap Fund. It aims for long term wealth creation and can deliver more than 25% annualised returns in long term. Conservative or short term investors must not invest in this scheme. Investing all your money in Reliance Small Cap Fund is not recommended. Investors must not worry or take panicky decisions if the returns get negative for 1-3 years.

  10. Start Building Tremendous Wealth For Your Future Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 22-4-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.

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