| Inception Date | 8 Jun 2005 |
| Category | Hybrid Hybrid Equity |
| Type | Open Ended Fund |
| Benchmark | Hybrid Equity Peer Index |
| Category Rank | 8 th in Hybrid Equity Hybrid |
| Formerly known as Reliance Regular Savings Fund - Balanced Plan | |
| Min Investment Amount | ₹500 |
| Min SIP Investment | ₹100 |
| Alpha | 0.7 |
| Expense Ratio | 2.0% |
| Sharpe Ratio | -0.3 |
| Information Ratio | 1.3 |
| Exit Load | 0-12 Months (1%),12 Months and above(NIL) |
Note: Data shown as on : 31 Jul 2025
Return (Compounded Annualised)
| 1 Year | 3 Year | 5 Year | Since Inception |
| 1.6% | 15.1% | 18.9% | 12.3% |
Past Return (Absolute)
| 2024 | 2023 | 2022 | 2021 | 2020 |
| 16.1% | 24.1% | 6.6% | 27.8% | -5.3% |
Investors understand that their principal will be at Moderately High risk