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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 July 16, 2019 , 218 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 ₹19.3525
↓ 0.00
₹8,2761.73.46.76.46.86.8
Reliance Equity Hybrid Fund Growth ₹53.6651
↓ -0.45
₹11,872-2.91.90.17.99.4-4.9
Reliance Balanced Advantage Fund Growth ₹91.6969
↓ -0.46
₹1,7640.25.17.410.59.50.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jul 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 (18 Jul 19) ₹19.3525 ↓ 0.00   (-0.02 %)
Net Assets (Cr) ₹8,276 on 30 Apr 19
Category Hybrid - Arbitrage
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.07
Sharpe Ratio 5.26
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
30 Jun 14₹10,000
30 Jun 15₹10,890
30 Jun 16₹11,556
30 Jun 17₹12,278
30 Jun 18₹13,066
30 Jun 19₹13,905

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 18 Jul 19

DurationReturns
1 Month 0.6%
3 Month 1.7%
6 Month 3.4%
1 Year 6.7%
3 Year 6.4%
5 Year 6.8%
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 30 Apr 19

Asset Allocation
Asset ClassValue
Cash96.95%
Debt2.69%
Other0.44%
Equity Sector Allocation
SectorValue
Financial Services15.66%
Basic Materials14.57%
Health Care7.39%
Consumer Cyclical7.07%
Consumer Defensive6.95%
Energy6.05%
Technology3.75%
Industrials2.73%
Utility1.46%
Communication Services1.42%
Real Estate0.8%
Debt Sector Allocation
SectorValue
Cash Equivalent95.22%
Government2.31%
Corporate2.12%
Credit Quality
RatingValue
A24.77%
AA28.95%
AAA46.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash Offset For Derivatives
Derivative Margin | -
68%₹5,798 Cr579,837
↑ 9,061
Hdfc Bank Limited
Net Current Assets | -
12%₹1,050 Cr
Net Current Assets
Net Current Assets | -
5%₹444 Cr
Triparty Repo
CBLO/Reverse Repo | -
4%₹369 Cr
Itc Limited_27/06/2019
Derivatives | -
4%-₹328 Cr11,712,000
↑ 8,126,400
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | ITC
4%₹326 Cr11,712,000
↑ 7,332,000
Sun Pharmaceutical Industries Limited_27/06/2019
Derivatives | -
4%-₹299 Cr7,278,700
↑ 7,278,700
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 15 | SUNPHARMA
3%₹298 Cr7,278,700
↑ 2,785,200
Axis Bank Limited
Net Current Assets | -
3%₹280 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE
3%₹273 Cr2,052,500
↑ 107,000

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 12.6% 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 (18 Jul 19) ₹53.6651 ↓ -0.45   (-0.83 %)
Net Assets (Cr) ₹11,872 on 30 Apr 19
Category Hybrid - Hybrid Equity
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -0.53
Information Ratio -0.89
Alpha Ratio -10.89
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
30 Jun 14₹10,000
30 Jun 15₹11,734
30 Jun 16₹12,470
30 Jun 17₹14,970
30 Jun 18₹16,026
30 Jun 19₹16,130

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 ₹385,859.
Net Profit of ₹85,859
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 18 Jul 19

DurationReturns
1 Month -0.3%
3 Month -2.9%
6 Month 1.9%
1 Year 0.1%
3 Year 7.9%
5 Year 9.4%
10 Year
15 Year
Since launch 12.6%
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 30 Apr 19

Asset Allocation
Asset ClassValue
Cash7.56%
Equity74.03%
Debt18.09%
Other0.32%
Equity Sector Allocation
SectorValue
Financial Services29.07%
Basic Materials12.27%
Industrials9.88%
Energy6.94%
Technology3.93%
Consumer Cyclical3.91%
Communication Services2.61%
Consumer Defensive1.97%
Health Care1.7%
Utility1.47%
Debt Sector Allocation
SectorValue
Corporate14.9%
Cash Equivalent7.56%
Securitized2.99%
Government0.2%
Credit Quality
RatingValue
A53.57%
AA2.08%
AAA33.4%
BBB9.15%
Below B1.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
9%₹970 Cr4,000,000
↓ -1,000,000
Yes Bank Limited
Debentures | -
6%₹727 Cr7,953
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Oct 16 | GRASIM
6%₹705 Cr7,961,417
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
5%₹566 Cr13,365,507
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
5%₹564 Cr16,000,000
↓ -3,356,750
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
5%₹559 Cr4,200,000
↑ 400,000
Morgan Credits Private Limited
Debentures | -
5%₹555 Cr5,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
5%₹538 Cr3,451,300
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
4%₹443 Cr6,000,000
↓ -1,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹362 Cr4,479,000
↑ 35,000

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 16.3% 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 (18 Jul 19) ₹91.6969 ↓ -0.46   (-0.50 %)
Net Assets (Cr) ₹1,764 on 30 Apr 19
Category Hybrid - Dynamic Allocation
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 3.04
Sharpe Ratio 0.28
Information Ratio 0.14
Alpha Ratio -0.3
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
30 Jun 14₹10,000
30 Jun 15₹11,792
30 Jun 16₹11,503
30 Jun 17₹14,014
30 Jun 18₹14,776
30 Jun 19₹16,064

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 ₹385,859.
Net Profit of ₹85,859
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 18 Jul 19

DurationReturns
1 Month 0.2%
3 Month 0.2%
6 Month 5.1%
1 Year 7.4%
3 Year 10.5%
5 Year 9.5%
10 Year
15 Year
Since launch 16.3%
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 30 Apr 19

Asset Allocation
Asset ClassValue
Cash22.78%
Equity51.6%
Debt21.3%
Other4.32%
Equity Sector Allocation
SectorValue
Financial Services24.85%
Technology9.49%
Consumer Cyclical7.09%
Utility6.02%
Consumer Defensive4.87%
Energy3.95%
Basic Materials3.79%
Industrials2.42%
Health Care2.11%
Communication Services0.91%
Real Estate0.33%
Debt Sector Allocation
SectorValue
Cash Equivalent22.78%
Corporate16.33%
Securitized2.61%
Government2.36%
Credit Quality
RatingValue
A9.68%
AA50.63%
AAA39.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash Offset For Derivatives
Derivative Margin | -
14%₹267 Cr26,711
↑ 9,215
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK
6%₹120 Cr495,538
JM Financial Products Limited
Commercial Paper | -
6%₹107 Cr2,200
Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY
5%₹89 Cr1,205,194
Bharti Telecom Limited
Debentures | -
5%₹85 Cr770
Cash Margin - Derivatives
Receivables | -
4%₹81 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
4%₹70 Cr1,648,427
Nifty 50 Index_27/06/2019
- | -
4%-₹68 Cr56,925
↑ 56,925
Triparty Repo
CBLO/Reverse Repo | -
3%₹64 Cr
Bharti Telecom Limited
Debentures | -
3%₹63 Cr575

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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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