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.    

Things You Must Know About ABSL Pure Value Fund

Every investor wants smart ideas to create wealth and to get their goals accomplished. Therefore, the financial experts of MySIPonline perform continuous research to offer you the best in the industry. This time, we have brought you the inside-out details of the Aditya Birla Sun Life Pure Value Fund. A fund which has been investing in value stocks to generate capital across the market capitalization.

So, if you are looking for the investment in the fund, have a look at the details provided below:

Aditya Birla Sun Life Pure Value Fund Details:

An open-ended scheme, the ABSL Pure Value Fund invests in the equity and equity-linked derivatives following the value investment approach. The fund has a current AUM of Rs 3,895 Cr as on May 31, 2018, with an expense ratio is 2.33%.

The fund has an average market value of Rs 11,080.85 Cr as on June 27, 2018, out of which 6.07% is invested in giant companies, 27.94% in large-cap companies, 34.04% in mid-cap companies, and 31.95% in small-cap companies.

Aditya Birla Sun Life Pure Value Fund holds the stock of 76 companies. The top five companies in the fund are HPCL, Tata Global Beverages, Gujarat Alkalies and Chemicals, GNPC, and India Cements.

The assets of the fund are invested 99.47% in equities, equity-related securities and the rest in debt and money-market securities. On the basis of sector allocation fund invests in energy, chemicals, construction, automobile, FMCG sector, etc.

Past Performance Analysis:

The fund was launched in the year 2008 and has provided the returns of 18.53% since then. ABSL Pure Value Fund growth has provided the trailing returns of 15.52%, 28.25% and 19.35% in the past three, five and seven years. It has beaten its benchmark as well as category in all the trailing returns. It has generated the alpha of 2.73% based on the past three years returns as provided on May 31, 2018.

The fund has been performing magnificently. It has been outperforming its benchmark and category both consistently. The highest returns provided by the fund is in the year 2014 with 99%. It is following S&P BSE 500 as its benchmark. Its annualized returns in the year 2015 were 4.15, 8.99% in 2016 and 56.04% in 2017.

Fund Managers:

The fund has been managed by two efficient fund managers, Mr Mahesh Patil and Mr Milind Bafna. They have been investing in the stocks which are trading less than their intrinsic value and will reach their real value in the near future.

Mr Patil has over 20 years in the fund management, equity research and corporate finance. He has been managing Aditya Birla Sun Life Pure Value Fund since 2014. He holds the graduation in engineering, MMS in finance, and a CFA degree from ICFAI Hyderabad.

Mr Bafna has overall 15 years of experience including 13 years in fund management. He is an engineer by profession.

The NAV of Aditya Birla Sun Life Pure Value Fund is Rs 57.1792 as on June 27, 2018. It offers the option of the SIP and lumpsum mode of investment. The minimum amount of SIP must be of Rs 1,000 per month. For more information regarding ABSL Pure Value Fund G, you can connect with our experts at MySIPonline.

Mirae Asset Emerging Bluechip Fund: A Consistent Performer

Before investing in any fund, all you need to know is the key fundamentals of the fund, its portfolio, and past performance. All these help an investor to know how and what the fund is all about. Therefore, the financial researchers of MySIPonline studied the Mirae Asset Emerging Bluechip Fund, to let the potential and old-handed investors know about the fund. So, all the important details regarding the fund are discussed below:

Mirae Asset Emerging Bluechip Fund’s Overview:

An open-ended mid-cap fund, which generates income by predominantly investing in the Indian equities and equity-related securities of the emerging companies. The fund manager and fund management team of the company feel that today’s bluechip were emerging companies not so long ago, and therefore, they provide opportunities to the emerging companies by investing in them. Its current AUM is Rs 5,429 Cr as on May 31, 2018.

Mirae Emerging Bluechip Fund invests in both the large-cap and mid-cap companies. The fund was launched in the year 2010 and following NIFTY Large Midcap 250 Index as its benchmark.

It’s portfolio comprises 65% of equities and equity-linked derivatives of large and mid-cap companies, and the rest 35% in debts, money-market securities, cash and cash-equities.

Past Performance Analysis:

The fund hasn't blip a small since its launch; although it has provided negative returns in the year 2011, they are much lesser than its benchmark and category. The fund has always outperformed its benchmark and category. The fund avoids investing in the micro businesses, which helped it to provide higher returns than others.

The NAV of Mirae Asset Emerging Bluechip Fund is Rs 48.598 as on June 22, 2018. The trailing returns of the fund for the three, five, and seven years were 18.26%, 30.84%, and 23.34%, respectively. It has provided the highest returns in the year 2014 with exact being 84.62%. The returns of the fund in the year 2016 and 2017 were 12.17% and 49.01%, respectively. On the three and five year returns, it has outpaced its benchmark by 6 to 11%.

Fund Manager:

The fund has been managed by Mr Neelesh Surana since its launch. He is also the Chief Investment Officer of the Mirae Asset AMC. He joined the company in the year 2008 and heads the equity research and investment functions.

He follows the businesses who can offer the high Return on Investment, with good corporate governance and thought leadership. This strategy helps him to stay ahead of its benchmark and peers.

He managed the portfolio of Mirae Asset Emerging Bluechip Fund growth by investing with a blend of growth and value investing philosophy. The significant sector investments of a portfolio of the fund are in finance, FMCG, automobile, chemicals, energy, etc. This diversification helps the fund in generating profits by keeping the expense ratio of 2.31% as on May 31, 2018.

The fund with a diversified portfolio is suitable for the investors seeking the long-term capital appreciation and the appetite for tolerating moderately high-risk. You may invest in the fund via minimum SIP of Rs 1,000 per month. So if you want to park your money in Mirae Asset Emerging Bluechip, you can connect with our experts at MySIPonline through a call or email.

Rock Your Growth by Investing in SBI Magnum Global Fund

One must always invest in a scheme which has skilled fund manager and management team who pick the quality stocks and offer you solid returns. Thus, the financial experts of MySIPonline have researched on the SBI Magnum Global Fund, which has emerged as one of the best diversified category funds. The fund is suitable mainly for the investors who have the appetite of tolerating high risk. So, if you are looking for the investment in the fund, walk down through the details discussed below:

An Outline of SBI Magnum Global Fund

With an AUM of Rs 3,458 Cr as on May 31, 2018, the SBI Global Fund has been investing its corpus in the top MNCs. The fund manager selects the companies who have a major shareholding in any foreign entity, foreign listed companies, or such Indian companies which have 50% turnover from offshore market.

The fund was launched in the year 1994, and it has been offering the growth and dividend options under the direct and regular plan. It is following Nifty MNC as its benchmark.
SBI Magnum Fund is an open-ended scheme, which predominantly invests in equity, equity-linked derivatives and debt securities with the proportion of 98% in equities and 2% in debts.

Past Performance Analysis:

The fund has spent more than two decades in the financial market and has provided the returns of 14.82% since its launch. The NAV of SBI Magnum Global Fund Growth as on June 19, 2018, is Rs 169.8484. The expense ratio of the fund is 2.03% as on Apr 30, 2018.

In the past few years, the fund has been underperforming, and also provided negative returns in the year 2016. The trailing returns of the fund in the past three, five, and seven years were 9.71%, 20.90%, and 17.15%, respectively. The fund has provided its highest returns in the year 2009 with 119.58%. Its returns for the year 2016 were -2% and for 2017 was 41.94%.

As per the financial experts of MySIPonline, the fund has underperformed in the past years, but has the potential to provide good returns in the long run.

Fund Manager and His Strategies:

The fund has been managed by Mr R. Shrinivasan till April 2018 but has been handover to Mr Anup Upadhyay in May 2018. He has 11 years of experience in the financial market. He joined SBIMF in the year 2007 as an equity analyst. He is a Charter holder from CFA Institute, USA and also has a degree of PGDM from IIM Lucknow.

Mr Upadhyay scrutinize the funds which offer branch equity, cost advantages, and technological edges on the basis of the bottom-up approach. As he has just entered in managing the SBI Magnum Global Fund G, it will be too early to tell how his fund is performing; therefore, you must watch out whether his strategies work or not.

The average market capitalization of the fund is Rs 18,362 Cr as on June 19, 2018. It has been investing in various market caps to provide the best of returns to investors. The fund is suitable for the investors who are seeking long-term capital appreciation and keen to invest in the equity market.

You may invest in the fund via minimum SIP of Rs 500 per month. For more information regarding the SBI Magnum Global scheme, you may connect with our experts at MySIPonline through call or email.

What Are the Best Reasons to Invest in ICICI Bluechip Fund?

The population of investors in India is gaining height every year. Previously mutual fund companies used to do heavy advertising to solicit clients, now they have to adopt serious measures such as temporary suspension of the subscription in order to maintain a balance in the industry. With such a heavy influx of investors, the need for quality schemes has increased substantially. Today, no wise man would settle with anything mediocre, but would want only the best for himself.

ICICI Prudent Bluechip Fund is one such best choices available in the market that has a proven record of success and a shining future waiting ahead. A glorious history assorted with superb performances, this fund comes under the rarest of the rare breeds of successful mutual fund schemes that are shaping the modern-day investing regime.

MySIPonline, India’s most favourite online investment portal, has always been known for its sound investment tips and unbiased information on the best performing funds of the market. Its periodic list on the top funds of the market has helped innumerable investors to plan a solid investment. ICICI Prudent Bluechip Fund (G) has been on the list for a long time, thus being recognised as one of the few funds which are strongly recommended by MySIPonline.

Besides being on the recommended list of India’s top investment site, there are certain other reasons for which you should choose to invest in this fund, some of which are listed down below. So, take a look and find out which reason is the most compelling one for you.

The Salient Features

Before we choose a fund for our portfolio, there are certain reasons to be looked after which then assures an investment in that fund. This may include looking at the past of the fund, analysing the current situation, and/or contemplating the future scenario. Thus, a conglomeration of these reasons form the foundation of a heavy portfolio which is ready to fetch you gold and silver. Let’s check the case with ICICI Bluechip Fund!

1. An Outstanding Performance Record : ICICI Prudential Bluechip Fund (Growth) remains one of the top paying funds in the Indian market in the large cap category. It has given returns over 15% since its establishment in the year 2008. It has also broken the record of the benchmark returns and that of the peers in both short term and long-term investment period, giving returns in excess of as much as 5-10% in each segment. 
2. High Rate Investment Scheme : ICICI Bluechip Fund (G) has been awarded a rare four star ranking by CIRISIL, one of the most renowned credit rating agencies in the world. The fund has maintained its position for over a decade since its inception, and is thus conquering new milestones every year. This high ranking is a testimony that the fund has some high-quality performances under its belt and is expected to continue this streak for a prolonged period. 
3. Calculated Risk : Large cap funds are known for their remarkable strength to fight the market adversities and eliminate any unwanted risks. ICICI Prudential Bluechip Fund is amongst the finest large-cap funds in the market, thus encompassing the necessary strength to wipe off the excess risk off the investment and making it less risky for the investor. 
4. Highly Recommended by the Experts : ICICI Bluechip Fund has been the experts’ pick from the past 2 years. In numerous reviews this fund has earned their compliments and praises in return for its marvellous servility. Further, MySIPonline and other elite websites have enlisted this fund on their panel which further assure the subscribers that this fund is worthy of their money.

Hence, if you have a strong desire to earn some good returns from your investment and want to make every penny that you invest earn for you, then it’s time to add ICICI Prudential Bluechip Fund to your investment plan. Take the help of MySIPonline’s impeccable services which will make your investment experience silky smooth.

Why Should Reliance Banking Fund Be Added to Your Portfolio?

Would you like to invest in the banking sector through a mutual fund? In the current scenario maybe your answer will be no. But, is there any sector that always performs well? No matter which sector it is, each one has its own set of pros and cons. When we talk about the banking sector, it is bound to do well, as it is the medium through which government is able to charge tax on the taxable income, it is the medium through which mostly every Indian saves and earns, and the only medium through which a person’s income can be known. None of the sectors is perfect, each one has its flaws but does that mean that such sector is not worth investing? No. Sooner or later, banking sector will be back and this is the reason why you should be investing in the banking sector.

Reliance Mutual Fund started a scheme called Reliance Banking Fund on May 26th, 2003 which provides an investor with an opportunity to invest in the banking sector indirectly. Risk is always involved, no matter which scheme you invest in. As it is said, “ A ship is safe in the harbor but it is meant to be in the sea.” If you want to earn, you will have to take some risk, whether it is a banking sector or any other one.

Benefits Provided By Reliance Banking Fund

Continuous Returns - The investment objective of Reliance Banking Fund is to provide continuous returns by investing in equity and equity related securities of banking and banking related companies. Reliance Banking Fund Growth indirectly provides an opportunity to invest in banks’ stocks.

Entry and Exit Load - An investor investing in this scheme doesn’t have to bear any entry load. However, he is liable to pay 1% as exit load, in case he redeems within one year. If he redeems after one year completion, then he is not liable to bear any exit load too.

Minimum Investment - An investor can start investing in Reliance Banking Fund Growth with a minimum investment amount of Rs. 5000. In case any investor wishes to start the investment through SIP mode, then he can do so with a minimum amount of Rs. 100 only.

Fund Manager - How a fund works depends on largely on how the fund is managed. Reliance Banking Fund is managed by Mr. Vinay Sharma. He is a bachelor in architecture and has a post graduate diploma in computer management. He has worked with ICICI Prudential AMC and other such companies before joining Reliance Mutual Fund. He has been managing this fund since April, 2018. Simultaneously, he is also looking after Reliance Focused Equity Fund since May, 2018.

To invest in Reliance Banking Fund, you can log on to MySIPonline and invest in a hassle-free manner from the comfort of your own place, anytime and anywhere. In case you have any doubt, consult a financial advisor on the same platform, free of cost.

Reliance Large Cap Fund (G) - The Past, Present and Future of the Scheme

Reliance Group is one of the largest private sector firms which has achieved great success in numerous sectors. Reliance Mutual Fund has provided the investors with several need-specific schemes to maintain financial stability for every investor. It is one of the largest AMCs in India, regarding the number of investors and assets under management. Reliance Large-cap Fund which was earlier known as Reliance top 200 fund is a large-cap fund which is known for its stability and resistance to volatility of the equity market. As the fund invests in equity instruments of large-cap companies which are financially stable and have the experience to deal with the ups and downs of the market, it is opted by the investors with a low risk appetite.

Reliance Large-Cap Fund (G)

The fund has been a consistent performer in recent years and has been able to generate a positive return while equity market was swooping to grounds. It has generated a positive return of 9.2% in 1 year, an annualised return of 17.5% in 2 years and 18.1% in 5 years. It has successfully achieved the target of long-term capital appreciation and has fulfiled the goals of many successful investors. The benchmark of the fund is S&P BSE 100 Index which has been beaten most of the time.

Since it is a large-cap fund, it has to invest more than 80% of the corpus in equity instruments as per the norms of SEBI. More than 95% of the corpus of Reliance Large Cap Fund is invested in equity instruments. The fund manager also invests 10-15% of the corpus in mid-cap companies. The finance sector is mainly targeted which possess more than 25% of the corpus. Companies of engineering, automotive, oil & gas, pharmaceuticals sector also possess a good amount of corpus.

Fund Manager: The fund is managed by Mr Sailesh Raj Bhan who is an MBA in Finance and CFA. He has been managing this fund since its inception in June 2007. Apart from Reliance Large-cap Fund he manages Reliance Multi Cap Fund, Reliance Close Ended Equity Fund, Reliance Pharma Fund, and many other good performing funds. He possesses more than 19 years of experience with over 10 years spent at Reliance Nippon Life Asset Management Limited.

The minimum initial investment supported by the fund is Rs 5000. After which Rs 1000 can be invested as a lumpsum amount and the minimum SIP of Rs 100 is also supported. Features like STP and SWP are also supported. The exit load is 1% for redemption within 365 days of investing, and the expense ratio is 2%. The NAV of Reliance Large-Cap Fund (G) is Rs 31.82.

The fund is suitable for the investors who seek a decent and consistent returns by investing predominantly in equity instruments of large-cap companies. The risk factor is moderately low, but investors are advised to consult with a financial expert before investing. At MySIPonline investors can get the full detail of the mutual fund schemes and the investor-friendly customer support team provides the best guidance according to the needs of the investor.