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Reliance Vision Fund - Delivering Capital Gains From Leaders of Economy

The presentation covers all the details about Reliance Vision Fund that an investor wants to know, like - What is Reliance Vision Fund and its objective, Fund's Snapshot, Where does it Invest, Top holdings, Fund Managers, Performance Analysis and Who should invest in Reliance Vision Fund.

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Reliance Vision Fund - Delivering Capital Gains From Leaders of Economy

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  1. Reliance Vision Fund Delivering Capital Gains From Leaders of Economy

  2. What is Reliance Vision Fund? • It is a large and mid-cap mutual fund which aims to deliver long term capital appreciation by using the equity instruments of mid and large-cap companies. • It is one of the oldest schemes in the category and has delivered phenomenal gains in the past. • The performance of the fund in last few years have been decent due to slower growth in the mid-cap segment. • New fund managers have been recently appointed and the fund is expected to make a comeback.

  3. Funds' Objective Invest in the best large and mid cap companies in India Deliver highest long term capital gains to investors. To take reasonable risk and maintain best risk to reward ratio. Deliver consistent gains to all the investors

  4. Reliance Vision Fund; Snapshot

  5. Where Does it Invest? • Reliance Vision Fund follows a blended style of growth and value investment. • The fund has higher allocation in the large-cap companies. • Small-cap stocks are generally not included in the portfolio. • The portfolio is concentrated over 35 stocks from 10 different sectors. • The newly appointed fund managers have been increasing the holdings in stocks of giant companies.

  6. Top Holdings

  7. Fund Managers Mr Sanjay Doshi ACA, MBA, CFA Ms Meenakshi Dawar B.Tech, PGDM • Both the managers are recently appointed in May 2019 to manage Reliance Vision Fund by Reliance Mutual Fund. • The fund was previously managed by Mr Ashwani Kumar. • Both the newly appointed managers are highly talented and have great experience in asset management business.

  8. Performance Analysis • Reliance Vision Fund is an old scheme in the category and delivered significant gains in the past. • The fund hasn't been performing well for last few years but the returns have been improving since appointment of new fund managers.

  9. Who Should Invest? • Reliance Vision Fund is ideal for the investors who seek for long term gains from a moderate to high risk portfolio. • The fund has been underperforming for the while but corrections can be seen after appointment of new fund managers. • The fund involves high risk and must be chosen by investor with high risk appetite. • The investments must be done for long term objectives.

  10. Invest Your Hard Earned Corpus at the Most Trusted Platform 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 12-6-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.

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