Friday 29 June 2018

What Happens When You Make an Investment in Reliance Equity Hybrid Fund?

A wise man once said, “Genius is in knowing where to draw the line,” which means that one must learn the art of adding balance to life to be successful. This theory applies to mutual fund investing as well since an extreme portfolio may not last long and may not be able to let you accomplish all that you desire. Hence, in order to make a well-devised portfolio having the right balance of power and endurance, you shall invest in a top-class hybrid fund.

Reliance Equity Hybrid Fund is the perfect specimen of a judiciously designed scheme that besides holding power to earn good returns, possesses adequate strength to defend its portfolio from the adversities of the market. The fund has garnered enormous respect and contribution from the investors, in return for its exceptional servility towards them.

To know more about this fund, skim through this article as it contains some exciting facts that will compel you to start an investment instantly. Needless to speak, a casual read without any intentions of investments will also fill your head with lots of information that you can use for any prospective investment plans in future. So, strap yourself into that seat and don’t flick your eyes for a second before you have read this piece of information till the end. Happy reading!

The Overview

Reliance Equity Hybrid Fund (G) is an aggressive hybrid fund designed to provide an opportunity to the investors to make an investment powered by both equity and debt. The fund aims to achieve capital appreciation by making a long-term investment in a portfolio that has equity and debt blended in together in judicious proportions which may be changed from time to time to yield the best results.


The Portfolio Allocation

On a close analysis of the fund, the reviewing team at MySIPonline came up with some compelling findings of the allocation strategy followed by Reliance Equity Hybrid Fund (Growth). It was revealed that the fund follows an equity-oriented approach of investment where equity and related instruments are bought into the tune of 72.46% of the total assets value, while the debt gets a relatively lower room that sums up to 29.57%. This allocation, however, is changed periodically to match the fund with the latest market conditions.

The Riskometer  

The risk is inevitable if investing in mutual funds. If you are planning an investment, you shall be ready to face some risks. The risk factor involved in Reliance Equity Hybrid Fund (G), is, however, kept at a calculated level due to the presence of debt besides the attendance of equity. The debt doesn’t let the risk fly higher above the acceptable level, and thus prevents it from getting hurt by the market forces.

The Returns

Reliance Equity Hybrid Fund - Regular Plan (Growth) has yielded astonishing returns in the past that even took over the peers and the benchmark. The fund further earned a four-star rating due to its outstanding contribution towards raising the pay scale of the hybrid mutual funds. Have a look at the table below which will further paint a clear picture of its past performance: -


As the table clearly shows, the performance in the short-term (1 year) period has been drab; however, there is a strong comeback in the long-term scenario where the returns have run past the benchmark and the category average. This states that Reliance Equity Hybrid Fund (G) has the capacity to earn far better returns than the competition and the category yardstick, and can be used to score appealing returns in the long term.

Hence, if you are planning to invest in a portfolio that can provide high returns and sufficient risk cover, then you must pick Reliance Equity Hybrid Fund (Growth). Use the free online services of MySIPonline to make instant, hassle-free investments.    

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