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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Reliance Equity Opportunities

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Name of the Fund: Reliance Equity Opportunities (G)

Ranked #2 by CRISIL

Category: Equity – Mid and Small Cap

Expense Ratio: 2.27%

Risk Level: Average

Benchmark: S&P BSE 100

Objective: The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Returns (Annualized)

1-Year3-Year5-Year
19.69%11.43%29.33%

Our Review

Reliance equity opportunities (g) fund has made its inception in the year 2005. It has managed to beat the benchmark index in the 1, 3 and 5 year returns. Top holdings of the fund include Divis lab, HCL, Infosys, Trent and Bharat Forge.

The fund has been consistent ever since its launch. It has been able to capture the rising markets very well and has been a winner for its investors.

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