Insights of Reliance Small Cap Fund

Mutual Fund

Reliance Small Cap Fund is an open-ended small-cap equity fund. The investment objective fund is of 2 types. The primary objective of Reliance Small Cap Fund is to invest in the equity stocks of predominantly in small-cap companies to generate long-term capital. The secondary objective of this fund is to invest in money market and debt-related securities in order to yield a consistent return.

Reliance Small Cap Fund was launched on September 16, 2010. By investing in Reliance Small Cap Fund regular growth scheme, your portfolio will be professionally managed by experienced fund managers. Reliance Small Cap Fund sip investment on a monthly basis is very much pocket-friendly.

Reliance Small Cap Fund Facts

  • Reliance Small Cap Fund full portfolio report shows that this mutual fund scheme invests 88.66% of its portfolio in equity stocks out of which 73.9% in small-cap, 7.94% in small-cap and 6.3% in large-cap stocks. 
  • Also, this fund invests 9.82% of its portfolio in debt securities to maintain diversification.
  • Based on Reliance Small Cap Fund review, this fund invests in the small-sized companies which have a comparative lower valuation, quality management, and potentially higher growth prospect.
  • In order to generate a risk-adjusted return performance, Reliance Small Cap Fund regular growth scheme adopts effective risk management measures.
  • Reliance Small Cap Fund sip investment helps in earning a high return by investing a certain amount on a monthly basis.
  • For generating wealth, you can opt for Reliance Small Cap Fund growth plan. For the consistent return, you can go for Reliance Small Cap Fund dividend scheme.

Top 5 Sectors of Reliance Small Cap Fund

S.No. Holding Name Net Assets (in %)
1 Chemicals 9.2
2 Bank – Private 7.14
3 Household and Personal Products 5.77
4 Miscellaneous 5.1
5 Pharmaceuticals and Drugs 4.82

(as on date- 08/04/2019)

Top 10 Holdings of Reliance Small Cap Fund

S.No. Holding Name Net Assets (in %)
1 Axis Bank Limited 2.5
2 Deepak Nitrite Limited 2.29
3 Housing Development Finance Corporation Limited ** 2.28
4 Vindhya Telelinks Limited 2.12
5 Zydus Wellness Limited 2.09
6 Orient Electric Limited 2.02
7 VIP Industries Limited 1.99
8 Housing Development Finance Corporation Limited ** 1.95
9 Cyient Limited 1.88
10 Navin Fluorine International Limited 1.81

(as on date- 08/04/2019)

Details of Reliance Small Cap Fund

Date of Inception- 16th September 2010

Fund Manager- Mr. Samir Rachh

Benchmark- S&P BSE Small Cap Index

Riskometer- Moderately High

Return Since Since Launch- 17.72%

AUM- Rs. 7470.88 crore (as on 31st Mar, 2019)

Following table depicts the performance of Reliance Small Cap Fund-

  1-Year 3-Year 5-Year 10-Year
Fund -11.08 17.71 24.55
S&P BSE Small Cap TRI -15.44 12.82 16.53
Category -11.87 13.40 19.95
Rank within Category 6 4 2
Number of funds in category 14 13 10
As on Apr 08, 2019

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