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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 January 17, 2019 , 64 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 (%)2017 (%)
Reliance Arbitrage Fund Growth ₹18.7106
↑ 0.01
₹9,4451.43.16.66.36.96.8
Reliance Equity Hybrid Fund Growth ₹52.6671
↓ -0.29
₹13,3261.9-1.8-6.71115.1-4.9
Reliance Hybrid Bond Fund Growth ₹42.8151
↑ 0.00
₹2,04633.53.98.410.24
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 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 7.9% 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 Jan 19) ₹18.7106 ↑ 0.01   (0.04 %)
Net Assets (Cr) ₹9,445 on 30 Nov 18
Category Hybrid - Arbitrage
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately Low
Expense Ratio 1.07
Sharpe Ratio 5.84
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 Dec 13₹10,000
31 Dec 14₹10,796
31 Dec 15₹11,665
31 Dec 16₹12,433
31 Dec 17₹13,112
31 Dec 18₹14,000

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 Jan 19

DurationReturns
1 Month 0.5%
3 Month 1.4%
6 Month 3.1%
1 Year 6.6%
3 Year 6.3%
5 Year 6.9%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2017 6.8%
2016 5.5%
2015 6.6%
2014 8.1%
2013 8%
2012 9.7%
2011 9.9%
2010 8.3%
2009
2008
Fund Manager information for Reliance Arbitrage Fund
NameSinceTenure
Kinjal Desai25 May 180.44 Yr.
Anand Gupta12 Sep 180.14 Yr.

Data below for Reliance Arbitrage Fund as on 30 Nov 18

Asset Allocation
Asset ClassValue
Cash99.23%
Debt1.43%
Other0%
Equity Sector Allocation
SectorValue
Financial Services21.08%
Technology9.35%
Energy7.8%
Basic Materials7.64%
Health Care5.81%
Consumer Cyclical5.22%
Consumer Defensive5.17%
Utility1.98%
Industrials1.7%
Communication Services0.59%
Real Estate0.1%
Debt Sector Allocation
SectorValue
Cash Equivalent95.52%
Corporate4.94%
Government0.2%
Credit Quality
RatingValue
AA83.5%
AAA16.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash Offset For Derivatives
Derivative Margin | -
67%₹6,627 Cr662,740
↑ 8,508
Hdfc Bank Limited
Certificate of Deposit | -
10%₹1,025 Cr
Reliance Industries Limited_31/01/2019
Derivatives | -
7%-₹701 Cr6,215,500
↑ 6,215,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE
7%₹697 Cr6,215,500
↓ -196,500
Housing Development Finance Corporation Limited_31/01/2019
Derivatives | -
7%-₹660 Cr3,334,000
↑ 3,334,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 18 | HDFC
7%₹656 Cr3,334,000
↓ -78,000
Reliance Liquid Dir Gr
Investment Fund | -
6%₹550 Cr1,228,070
↑ 1,228,070
Rbl Bank Limited
Certificate of Deposit | -
4%₹370 Cr
Infosys Limited_31/01/2019
Derivatives | -
3%-₹326 Cr4,920,000
↑ 4,920,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
3%₹324 Cr4,920,000
↑ 633,600

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% 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 Jan 19) ₹52.6671 ↓ -0.29   (-0.54 %)
Net Assets (Cr) ₹13,326 on 30 Nov 18
Category Hybrid - Hybrid Equity
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -0.47
Information Ratio -0.62
Alpha Ratio -6.76
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 Dec 13₹10,000
31 Dec 14₹14,320
31 Dec 15₹15,571
31 Dec 16₹16,225
31 Dec 17₹21,015
31 Dec 18₹19,989

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 ₹447,579.
Net Profit of ₹147,579
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 Jan 19

DurationReturns
1 Month -0.8%
3 Month 1.9%
6 Month -1.8%
1 Year -6.7%
3 Year 11%
5 Year 15.1%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -4.9%
2016 29.5%
2015 4.2%
2014 8.7%
2013 43.2%
2012 3.5%
2011 33.9%
2010 -19.3%
2009 22.1%
2008 75.7%
Fund Manager information for Reliance Equity Hybrid Fund
NameSinceTenure
Sanjay H Parekh2 Apr 126.59 Yr.
Amit Tripathi2 Apr 126.59 Yr.
Kinjal Desai25 May 180.44 Yr.

Data below for Reliance Equity Hybrid Fund as on 30 Nov 18

Asset Allocation
Asset ClassValue
Cash4.12%
Equity72.39%
Debt23.29%
Other0.2%
Equity Sector Allocation
SectorValue
Financial Services27.47%
Basic Materials12.9%
Consumer Cyclical8.26%
Industrials6.84%
Energy5.37%
Technology4.01%
Health Care2.44%
Consumer Defensive2.12%
Communication Services1.83%
Utility0.91%
Debt Sector Allocation
SectorValue
Corporate21.79%
Cash Equivalent3.39%
Government2.23%
Credit Quality
RatingValue
A27.16%
AA62.11%
AAA8.63%
BBB1.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
9%₹1,224 Cr5,750,000
↓ -665,553
Yes Bank Limited
Debentures | -
5%₹728 Cr7,953
↑ 550
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Oct 16 | GRASIM
5%₹692 Cr7,990,826
↓ -400,000
Morgan Credits Private Limited
Debentures | -
4%₹581 Cr5,500
Infosys Ltd (Technology)
Equity, Since 28 Feb 11 | INFY
4%₹534 Cr8,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 16 | SBIN
4%₹518 Cr18,186,750
↑ 1,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 13 | LT
4%₹474 Cr3,306,200
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 14 | RELIANCE
4%₹467 Cr4,000,000
↓ -1,000,000
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 30 Apr 17 | BHARATFIN
3%₹454 Cr4,434,965
↓ -400,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | ICICIBANK
3%₹415 Cr11,687,074
↓ -400,000

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 10.1% 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 (18 Jan 19) ₹42.8151 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹2,046 on 30 Nov 18
Category Hybrid - Hybrid Debt
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderate
Expense Ratio 2.07
Sharpe Ratio -0.07
Information Ratio -0.78
Alpha Ratio -0.69
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 Dec 13₹10,000
31 Dec 14₹12,337
31 Dec 15₹13,103
31 Dec 16₹14,313
31 Dec 17₹15,647
31 Dec 18₹16,275

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 ₹395,578.
Net Profit of ₹95,578
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 18 Jan 19

DurationReturns
1 Month 0.8%
3 Month 3%
6 Month 3.5%
1 Year 3.9%
3 Year 8.4%
5 Year 10.2%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2017 4%
2016 9.3%
2015 9.2%
2014 6.2%
2013 23.4%
2012 3.5%
2011 16.8%
2010 -0.2%
2009 8.7%
2008 21.2%
Fund Manager information for Reliance Hybrid Bond Fund
NameSinceTenure
Sanjay H Parekh2 Apr 126.59 Yr.
Amit Tripathi8 Oct 0810.07 Yr.
Kinjal Desai25 May 180.44 Yr.

Data below for Reliance Hybrid Bond Fund as on 30 Nov 18

Asset Allocation
Asset ClassValue
Cash4.55%
Equity11.1%
Debt84.36%
Other0%
Equity Sector Allocation
SectorValue
Financial Services3.94%
Technology1.46%
Energy1.24%
Industrials1.1%
Consumer Cyclical0.93%
Consumer Defensive0.9%
Basic Materials0.82%
Utility0.28%
Health Care0.28%
Communication Services0.15%
Debt Sector Allocation
SectorValue
Corporate84.36%
Cash Equivalent4.55%
Credit Quality
RatingValue
A44.99%
AA14.72%
AAA2.8%
BBB24.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
MARIPOSA AGRI VENTURES AND HOSPITALITIES PRIVATE LIMITED
Debentures | -
10%₹206 Cr2,000
Sanghi Industries Limited
Debentures | -
10%₹203 Cr2,050
RMZ Buildcon Private Limited
Debentures | -
10%₹203 Cr2,000
Molagavalli Renewable Private Limited
Debentures | -
7%₹148 Cr1,515
Spandana Sphoorty Financial Limited
Debentures | -
6%₹124 Cr1,500
TRIL IT4 Private Limited
Debentures | -
6%₹118 Cr1,203
AADRI INFIN Limited
Debentures | -
5%₹96 Cr1,500
Reliance Capital Limited
Debentures | -
4%₹75 Cr750
Reliance Commercial Finance Limited
Debentures | -
3%₹70 Cr700
Triparty Repo
CBLO/Reverse Repo | -
3%₹66 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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