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Top 3 Best Balanced Funds by Reliance Mutual Fund 2019

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Top 3 Best Balanced Funds by Reliance Mutual Fund 2019

Updated on March 22, 2019 , 140 views

Balanced Fund are a combination of both debt and Equity Funds. These funds provide benefits of both funds, i.e., long-term wealth creation by equity and regular returns by Investing in Debt fund. Generally, these funds are a good option for the investors who are looking for ways to diversify their investments within a short to medium time period with less risk to moderate risk.

Reliance Mutual Fund, being one of the leading AMCs in India, investors often look at the top performing schemes of this fund house. Thus, we have shortlisted top 3 best balanced funds by Reliance MF. Important parameters like AUM, NAV, past performances, have been undertaken to shortlist these funds. Investors can invest in Reliance Mutual Fund's balanced funds and earn optimal returns.

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Why Invest in Reliance Mutual Funds?

  • Innovative: Reliance Mutual Fund consistently delivers new and innovative schemes to its investors.

  • Great Customer Care: The company takes great care of its investors. It has a very stable and high-functioning customer support team in place to help the investors.

  • Seasoned Experience: Reliance has been in the market for over two decades. It has an experience and expertise in fund management and financial services.

  • Strong Network: The distribution network of Reliance Mutual Fund is very strong. It has a presence in over 150 cities in India.

Best Reliance Balanced Mutual Funds

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Reliance Arbitrage Fund Growth ₹18.9069
↑ 0.02
₹8,9561.43.26.46.36.96.8
Reliance Equity Hybrid Fund Growth ₹54.2746
↓ -0.24
₹12,2833.3-1.51.711.514.7-4.9
Reliance Balanced Advantage Fund Growth ₹89.9091
↓ -0.10
₹1,5243.83.59.513.413.60.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Mar 19

1. Reliance Arbitrage Fund

(Erstwhile Reliance Arbitrage Advantage Fund)

The investment objective of the scheme is to generate income by taking advantage of the arbitrage opportunities that potentially exists between cash and derivative market and within the derivative segment along with investments in debt securities & money market instruments.

Reliance Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 14 Oct 10. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.8% since its launch.  Ranked 3 in Arbitrage category.  Return for 2018 was 6.8% , 2017 was 5.5% and 2016 was 6.6% .

Below is the key information for Reliance Arbitrage Fund

Reliance Arbitrage Fund
Growth
Launch Date 14 Oct 10
NAV (22 Mar 19) ₹18.9069 ↑ 0.02   (0.09 %)
Net Assets (Cr) ₹8,956 on 28 Feb 19
Category Hybrid - Arbitrage
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.07
Sharpe Ratio 4.8
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Months (0.25%),1 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹10,824
29 Feb 16₹11,598
28 Feb 17₹12,354
28 Feb 18₹13,128
28 Feb 19₹13,947

Reliance Arbitrage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Reliance Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 19

DurationReturns
1 Month 0.4%
3 Month 1.4%
6 Month 3.2%
1 Year 6.4%
3 Year 6.3%
5 Year 6.9%
10 Year
15 Year
Since launch 7.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.8%
2017 5.5%
2016 6.6%
2015 8.1%
2014 8%
2013 9.7%
2012 9.9%
2011 8.3%
2010
2009
Fund Manager information for Reliance Arbitrage Fund
NameSinceTenure
Kinjal Desai25 May 180.69 Yr.
Anand Gupta12 Sep 180.39 Yr.

Data below for Reliance Arbitrage Fund as on 28 Feb 19

Asset Allocation
Asset ClassValue
Cash94.72%
Debt6.21%
Other0%
Equity Sector Allocation
SectorValue
Financial Services14.62%
Basic Materials11.05%
Technology10.53%
Energy10.07%
Consumer Cyclical7.18%
Health Care5.41%
Consumer Defensive5.23%
Industrials1.15%
Utility1.07%
Communication Services0.85%
Real Estate0.14%
Debt Sector Allocation
SectorValue
Cash Equivalent94.72%
Corporate5.1%
Government1.11%
Credit Quality
RatingValue
AA88.56%
AAA11.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash Offset For Derivatives
Derivative Margin | -
68%₹6,114 Cr611,438
↓ -48,093
Hdfc Bank Limited
Certificate of Deposit | -
13%₹1,125 Cr
Reliance Industries Limited_28/03/2019
Derivatives | -
9%-₹776 Cr6,261,000
↑ 6,261,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE
9%₹771 Cr6,261,000
↑ 1,000
Housing Development Finance Corporation Limited_28/03/2019
Derivatives | -
7%-₹585 Cr3,163,500
↑ 3,163,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 18 | HDFC
7%₹582 Cr3,163,500
↓ -312,000
Infosys Limited_28/03/2019
Derivatives | -
5%-₹462 Cr6,253,200
↑ 6,253,200
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
5%₹459 Cr6,253,200
↓ -1,094,400
Bharti Telecom Limited
Debentures | -
4%₹324 Cr3,000
↑ 3,000
Tata Steel Limited_28/03/2019
Derivatives | -
3%-₹284 Cr5,646,642
↑ 5,646,642

2. Reliance Equity Hybrid Fund

(Erstwhile Reliance Regular Savings Fund - Balanced Plan)

The primary investment objective of this option is to generate consistent returns and appreciation of capital by investing in mix of securities comprising of Equity, Equity related instruments & fixed income instruments.

Reliance Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 8 Jun 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.1% since its launch.  Ranked 8 in Hybrid Equity category.  Return for 2018 was -4.9% , 2017 was 29.5% and 2016 was 4.2% .

Below is the key information for Reliance Equity Hybrid Fund

Reliance Equity Hybrid Fund
Growth
Launch Date 8 Jun 05
NAV (22 Mar 19) ₹54.2746 ↓ -0.24   (-0.43 %)
Net Assets (Cr) ₹12,283 on 28 Feb 19
Category Hybrid - Hybrid Equity
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -0.83
Information Ratio -0.55
Alpha Ratio -9.25
Min Investment 500
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹15,192
29 Feb 16₹13,763
28 Feb 17₹17,677
28 Feb 18₹20,867
28 Feb 19₹19,597

Reliance Equity Hybrid Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Reliance Equity Hybrid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 19

DurationReturns
1 Month 5.6%
3 Month 3.3%
6 Month -1.5%
1 Year 1.7%
3 Year 11.5%
5 Year 14.7%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -4.9%
2017 29.5%
2016 4.2%
2015 8.7%
2014 43.2%
2013 3.5%
2012 33.9%
2011 -19.3%
2010 22.1%
2009 75.7%
Fund Manager information for Reliance Equity Hybrid Fund
NameSinceTenure
Sanjay H Parekh2 Apr 126.84 Yr.
Amit Tripathi2 Apr 126.84 Yr.
Kinjal Desai25 May 180.69 Yr.

Data below for Reliance Equity Hybrid Fund as on 28 Feb 19

Asset Allocation
Asset ClassValue
Cash6.8%
Equity74.17%
Debt18.87%
Other0.17%
Equity Sector Allocation
SectorValue
Financial Services29.47%
Basic Materials12.37%
Industrials7.69%
Energy6.34%
Consumer Cyclical5.67%
Technology4.78%
Consumer Defensive2.34%
Communication Services2.01%
Health Care1.75%
Utility1.56%
Debt Sector Allocation
SectorValue
Corporate17.62%
Cash Equivalent6.8%
Securitized1.11%
Government0.13%
Credit Quality
RatingValue
A23.56%
AA68.31%
AAA6.25%
BBB1.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
9%₹1,111 Cr5,347,318
↓ -352,682
Yes Bank Limited
Debentures | -
6%₹724 Cr7,953
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Oct 16 | GRASIM
5%₹621 Cr7,990,826
Morgan Credits Private Limited
Debentures | -
5%₹593 Cr5,500
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
5%₹587 Cr8,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
4%₹503 Cr14,365,507
↑ 1,100,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
4%₹490 Cr3,982,800
↑ 382,800
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
4%₹489 Cr18,186,750
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
4%₹437 Cr3,380,300
↑ 74,100
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFC
3%₹362 Cr1,965,583
↑ 61,400

3. Reliance Balanced Advantage Fund

(Erstwhile Reliance NRI Equity Fund)

The investment objective of the Scheme is to generate optimal returns by investing in equity or equity related instruments primarily drawn from the Companies in the S&P BSE 200 Index. The Scheme may also invest in listed companies that are in the top 200 by market capitalization on the BSE. The Scheme may also invest in large IPO’s where the market capitalization of the Company making the IPO based on the Issue price would make such company to be a part of the top 200 companies listed on the BSE based on market capitalization. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. The selection of the companies will be done so as to capture the growth in the Indian economy. The fund will be focusing on companies with relatively higher market capitalization and having good liquidity in the stock market.

Reliance Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 15 Nov 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.5% since its launch.  Ranked 46 in Dynamic Allocation category.  Return for 2018 was 0.4% , 2017 was 25.2% and 2016 was 6.4% .

Below is the key information for Reliance Balanced Advantage Fund

Reliance Balanced Advantage Fund
Growth
Launch Date 15 Nov 04
NAV (22 Mar 19) ₹89.9091 ↓ -0.10   (-0.12 %)
Net Assets (Cr) ₹1,524 on 28 Feb 19
Category Hybrid - Dynamic Allocation
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 3.04
Sharpe Ratio -0.17
Information Ratio 0.46
Alpha Ratio -1.8
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹15,035
29 Feb 16₹12,016
28 Feb 17₹16,228
28 Feb 18₹18,647
28 Feb 19₹18,884

Reliance Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Reliance Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Mar 19

DurationReturns
1 Month 3.7%
3 Month 3.8%
6 Month 3.5%
1 Year 9.5%
3 Year 13.4%
5 Year 13.6%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.4%
2017 25.2%
2016 6.4%
2015 0.9%
2014 38.4%
2013 4.6%
2012 39.3%
2011 -24.5%
2010 20.8%
2009 96.8%
Fund Manager information for Reliance Balanced Advantage Fund
NameSinceTenure
Manish Gunwani7 May 180.74 Yr.
Ashutosh Bhargava7 May 180.74 Yr.
Kinjal Desai25 May 180.69 Yr.

Data below for Reliance Balanced Advantage Fund as on 28 Feb 19

Asset Allocation
Asset ClassValue
Cash24.62%
Equity46.36%
Debt24.35%
Other4.66%
Equity Sector Allocation
SectorValue
Financial Services25.49%
Consumer Cyclical7.76%
Technology7.57%
Consumer Defensive5.25%
Utility4.88%
Basic Materials4.7%
Energy4.4%
Industrials1.9%
Health Care1.73%
Real Estate1.37%
Communication Services0.79%
Debt Sector Allocation
SectorValue
Cash Equivalent24.62%
Corporate20.78%
Securitized3.57%
Credit Quality
RatingValue
AA86.73%
AAA13.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash Offset For Derivatives
Derivative Margin | -
19%₹297 Cr29,705
↑ 353
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK
6%₹87 Cr418,967
↑ 30,000
Nifty 50 Index_28/03/2019
Derivatives | -
5%-₹82 Cr75,675
↑ 75,675
Triparty Repo
CBLO/Reverse Repo | -
5%₹81 Cr
Cash Margin - Derivatives
Receivables | -
5%₹71 Cr
Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY
4%₹67 Cr907,666
↑ 200,000
Bharti Telecom Limited
Debentures | -
4%₹62 Cr575
Muthoot Finance Limited
Debentures | -
4%₹58 Cr600,000
↑ 600,000
INDIAN RECEIVABLE TRUST 19 FEB - 2019
Unlisted bonds | -
4%₹54 Cr550
↑ 550
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
3%₹51 Cr1,448,427

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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