Mutual Funds
Reliance Equity Hybrid Fund - Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
Aggressive Allocation 		Total Net Assets (mil)
112,570.50 INR
Morningstar® Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
Used throughout report
 Fund Benchmark
CRISIL Hybrid 35+65 - Agg TR INR


TRAILING RETURNS (%) FUND BENCHMARK CATEGORY
3M -1.01 5.05 0.58
6M 1.38 6.47 3.23
1Y -1.26 10.46 1.96
3Y* 9.11 9.03 9.58
5Y* 10.42 9.64 9.93
10Y* 13.21 8.62 11.68
*Annualised Return Data Through 18/07/2019
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2019 4.26 - --
2018 -4.02 1.06 -0.62 -1.33
2017 10.85 5.87 4.03 6.10
2016 -3.90 6.01 6.12 -3.61
2015 4.07 0.15 0.86 3.44
RISK MEASURES
3Y Alpha -2.16
3Y Beta 1.52
3Y R-Squared 30.95
3Y Info Ratio 0.02
3Y Tracking Error 8.78
3Y Sharpe Ratio 0.58
3Y Std Dev 10.30
3Y Risk abv avg
5Y Risk abv avg
10Y Risk abv avg
Calculations use CRISIL Hybrid 85+15 - ConservativeTR INR (where applicable)

Morningstar Style BoxTM


* Report as of 19 Jul 2019


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