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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 September 13, 2019 , 272 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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Reliance-MF

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 ₹19.5315
↓ -0.02
₹8,9041.53.56.86.46.86.8
Reliance Equity Hybrid Fund Growth ₹50.5929
↑ 0.36
₹9,814-7-6.7-10.647.1-4.9
Reliance Hybrid Bond Fund Growth ₹43.137
↑ 0.02
₹1,737-0.4-0.83.157.44
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Sep 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 (16 Sep 19) ₹19.5315 ↓ -0.02   (-0.10 %)
Net Assets (Cr) ₹8,904 on 31 Jul 19
Category Hybrid - Arbitrage
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.07
Sharpe Ratio 4.24
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
31 Aug 14₹10,000
31 Aug 15₹10,861
31 Aug 16₹11,543
31 Aug 17₹12,242
31 Aug 18₹12,997
31 Aug 19₹13,897

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 16 Sep 19

DurationReturns
1 Month 0.4%
3 Month 1.5%
6 Month 3.5%
1 Year 6.8%
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 31 Jul 19

Asset Allocation
Asset ClassValue
Cash98.05%
Debt1.6%
Other0.58%
Equity Sector Allocation
SectorValue
Financial Services22.43%
Basic Materials10.66%
Health Care6.66%
Technology6.25%
Energy5.6%
Consumer Defensive5.29%
Consumer Cyclical5.1%
Industrials2.31%
Utility1.88%
Communication Services0.64%
Real Estate0.48%
Debt Sector Allocation
SectorValue
Cash Equivalent92.95%
Corporate5.61%
Government1.09%
Credit Quality
RatingValue
AA9.32%
AAA87.07%
BBB3.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash Offset For Derivatives
Derivative Margin | -
67%₹6,001 Cr600,064
↓ -19,139
Hdfc Bank Limited
Certificate of Deposit | -
12%₹1,050 Cr
Housing Development Finance Corporation Limited_29/08/2019
Derivatives | -
5%-₹477 Cr2,240,500
↑ 2,240,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 18 | HDFC
5%₹475 Cr2,240,500
↓ -169,500
Hdfc Bank Limited_29/08/2019
Derivatives | -
5%-₹447 Cr1,980,000
↑ 1,980,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | HDFCBANK
5%₹446 Cr1,980,000
↑ 550,000
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT
Commercial Paper | -
4%₹351 Cr7,020
↑ 7,020
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE
4%₹346 Cr2,964,500
↑ 756,000
Reliance Industries Limited_29/08/2019
Derivatives | -
4%-₹345 Cr2,964,500
↑ 1,931,500
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 15 | SUNPHARMA
4%₹337 Cr7,885,900
↑ 261,800

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% 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 (16 Sep 19) ₹50.5929 ↑ 0.36   (0.72 %)
Net Assets (Cr) ₹9,814 on 31 Jul 19
Category Hybrid - Hybrid Equity
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -0.82
Information Ratio -0.99
Alpha Ratio -9.79
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
31 Aug 14₹10,000
31 Aug 15₹11,195
31 Aug 16₹12,661
31 Aug 17₹14,934
31 Aug 18₹16,212
31 Aug 19₹14,181

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 ₹367,070.
Net Profit of ₹67,070
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 16 Sep 19

DurationReturns
1 Month 0.1%
3 Month -7%
6 Month -6.7%
1 Year -10.6%
3 Year 4%
5 Year 7.1%
10 Year
15 Year
Since launch 12%
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 31 Jul 19

Asset Allocation
Asset ClassValue
Cash6.08%
Equity73%
Debt20.71%
Other0.22%
Equity Sector Allocation
SectorValue
Financial Services31.13%
Basic Materials10.65%
Industrials10.13%
Energy5.27%
Consumer Cyclical3.7%
Technology3.64%
Communication Services2.9%
Health Care2.44%
Consumer Defensive2.14%
Utility0.99%
Debt Sector Allocation
SectorValue
Corporate17.01%
Cash Equivalent6.08%
Securitized3.27%
Government0.42%
Credit Quality
RatingValue
A34.34%
AA3.25%
AAA29.91%
BBB30.53%
Below B1.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
8%₹811 Cr3,600,000
↑ 400,000
Yes Bank Limited
Debentures | -
7%₹693 Cr7,953
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
6%₹580 Cr13,662,382
↑ 349,875
Morgan Credits Private Limited
Debentures | -
6%₹564 Cr5,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
5%₹479 Cr3,451,300
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Oct 16 | GRASIM
5%₹471 Cr5,975,000
↓ -945,583
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
4%₹401 Cr12,056,061
↓ -2,492,839
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹393 Cr5,827,000
↑ 300,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
4%₹373 Cr3,200,000
↓ -500,000
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
4%₹357 Cr4,500,000
↓ -1,500,000

3. Reliance Hybrid Bond Fund

(Erstwhile Reliance Monthly Income Plan)

The primary investment objective of the Scheme is to generate regular income in order to make regular dividend payments to unit holders and the secondary objective is growth of capital.

Reliance Hybrid Bond Fund is a Hybrid - Hybrid Debt fund was launched on 29 Dec 03. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.7% since its launch.  Ranked 30 in Hybrid Debt category.  Return for 2018 was 4% , 2017 was 9.3% and 2016 was 9.2% .

Below is the key information for Reliance Hybrid Bond Fund

Reliance Hybrid Bond Fund
Growth
Launch Date 29 Dec 03
NAV (16 Sep 19) ₹43.137 ↑ 0.02   (0.05 %)
Net Assets (Cr) ₹1,737 on 31 Jul 19
Category Hybrid - Hybrid Debt
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderate
Expense Ratio 2.07
Sharpe Ratio -0.07
Information Ratio -1.33
Alpha Ratio -4.16
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 14₹10,000
31 Aug 15₹11,368
31 Aug 16₹12,459
31 Aug 17₹13,674
31 Aug 18₹14,135
31 Aug 19₹14,429

Reliance Hybrid Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Reliance Hybrid Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Sep 19

DurationReturns
1 Month 0.4%
3 Month -0.4%
6 Month -0.8%
1 Year 3.1%
3 Year 5%
5 Year 7.4%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 4%
2017 9.3%
2016 9.2%
2015 6.2%
2014 23.4%
2013 3.5%
2012 16.8%
2011 -0.2%
2010 8.7%
2009 21.2%
Fund Manager information for Reliance Hybrid Bond Fund
NameSinceTenure
Sanjay H Parekh2 Apr 126.84 Yr.
Amit Tripathi8 Oct 0810.32 Yr.
Kinjal Desai25 May 180.69 Yr.

Data below for Reliance Hybrid Bond Fund as on 31 Jul 19

Asset Allocation
Asset ClassValue
Cash2.82%
Equity12.85%
Debt84.32%
Other0%
Equity Sector Allocation
SectorValue
Financial Services5.1%
Technology1.87%
Energy1.41%
Consumer Defensive1.08%
Basic Materials0.91%
Consumer Cyclical0.84%
Industrials0.75%
Utility0.36%
Health Care0.29%
Communication Services0.24%
Debt Sector Allocation
SectorValue
Corporate80.26%
Securitized4.07%
Cash Equivalent2.82%
Credit Quality
RatingValue
A60.85%
AAA1.35%
BBB26.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
MARIPOSA AGRI VENTURES AND HOSPITALITIES PRIVATE LIMITED
Debentures | -
10%₹167 Cr1,500
Sanghi Industries Limited
Debentures | -
9%₹154 Cr1,550
RMZ Buildcon Private Limited
Debentures | -
9%₹153 Cr2,000
Molagavalli Renewable Private Limited
Debentures | -
8%₹144 Cr1,515
Aqua Space Developers Pvt. Ltd.
Debentures | -
8%₹135 Cr1,350
Vodafone Mobile Services Limited
Debentures | -
8%₹131 Cr1,350
Lendingkart Finance Limited
Debentures | -
6%₹111 Cr1,500
Spandana Sphoorty Financial Limited
Debentures | -
6%₹100 Cr1,500
Yes Bank Limited
Debentures | -
5%₹95 Cr1,093
Net Current Assets
Net Current Assets | -
3%₹49 Cr

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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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