Go Back   ManagementParadise.com | Management & Business Education Learning Platform Resolve Your Query - Get Help and discuss Projects > Financial Management ( FM )

Reliance Index Fund - Sensex Plan

Discuss Reliance Index Fund - Sensex Plan within the Financial Management ( FM ) forums, part of the Resolve Your Query - Get Help and discuss Projects category; Objective The objective of the Sensex plan is to replicate the composition of the sensex, with a view to endeavor ...

Reply

 

Thread Tools Display Modes
Reliance Index Fund - Sensex Plan
Old
 (1 (permalink))
Sunanda K. Chavan
sunandaC has a spectacular aura aboutsunandaC has a spectacular aura aboutsunandaC has a spectacular aura about
 
sunandaC
Management Paradise Guru
 
Status: Offline
Posts: 6,680
Join Date: Jul 2010
Reliance Index Fund - Sensex Plan - October 18th, 2010

Objective
The objective of the Sensex plan is to replicate the composition of the sensex, with a view to endeavor to generate returns, which could approximately be the same as that of Sensex.

Scheme Snapshot

Fund Manager
Ashwani Kumar

Scheme Objective
Equity

Scheme Sub-Objective
Equity-Index

Scheme Type
Open

Min. Investment(Rs)
5000

Total Assets(Rs./Mn)
38.5

Registrars
Karvy Consultants Limited

Launch Date
29-JAN-05



Asset Allocation as on 30-Apr-07
Particulars Percentage
Equity Shares 98.25
Cash And Other Assets 1.75


Understanding the fund:

Reliance Index Fund is an open-ended Equity Index Scheme which aims to provide medium to long-term growth of capital. In comparison to actively managed funds, Reliance index fund has a lower risk-return profile.

Simply put, this fund will not turn in that high returns as a diversified equity fund would when bulls are on a rampage. At the same time, it will not be as severely hurt as the diversified equity category when stock markets tank.

Entry into the fund requires a minimum investment of Rs 5000. The fund is available for subscription at an entry load of 1%. There is no exit load. The scheme was managing assets worth Rs 38.5 mn as on April 30, 2007.



Our View
The fund being an index fund invests only in equities. And as we see the fund style it shows that the investment style is growth oriented. Thus investors who are capable of taking moderate level risk are advised to invest in this fund. But we also see that in an index fund can never do worse than the index.

So investors who are ready to take moderate risk to low level risk can invest in this scheme.

When we try to compare the performance of the fund v/s category average we see that the fund has underperformed the category average till the month of February. The ongoing monetary tightening in the economy has negative impact on the Sensex, which has resulted in the underperformance.
Advertisements

Friends: (0)
Reply With Quote
Re: Reliance Index Fund - Sensex Plan
Old
 (2 (permalink))
Rose Marry
rosemarry2 is an unknown quantity at this point
 
rosemarry2
Management Paradise Guru
Status: Offline
Posts: 2,125
Join Date: Apr 2016
Re: Reliance Index Fund - Sensex Plan - April 19th, 2016

Quote:
Originally Posted by sunandaC View Post
Objective
The objective of the Sensex plan is to replicate the composition of the sensex, with a view to endeavor to generate returns, which could approximately be the same as that of Sensex.

Scheme Snapshot

Fund Manager
Ashwani Kumar

Scheme Objective
Equity

Scheme Sub-Objective
Equity-Index

Scheme Type
Open

Min. Investment(Rs)
5000

Total Assets(Rs./Mn)
38.5

Registrars
Karvy Consultants Limited

Launch Date
29-JAN-05



Asset Allocation as on 30-Apr-07
Particulars Percentage
Equity Shares 98.25
Cash And Other Assets 1.75


Understanding the fund:

Reliance Index Fund is an open-ended Equity Index Scheme which aims to provide medium to long-term growth of capital. In comparison to actively managed funds, Reliance index fund has a lower risk-return profile.

Simply put, this fund will not turn in that high returns as a diversified equity fund would when bulls are on a rampage. At the same time, it will not be as severely hurt as the diversified equity category when stock markets tank.

Entry into the fund requires a minimum investment of Rs 5000. The fund is available for subscription at an entry load of 1%. There is no exit load. The scheme was managing assets worth Rs 38.5 mn as on April 30, 2007.



Our View
The fund being an index fund invests only in equities. And as we see the fund style it shows that the investment style is growth oriented. Thus investors who are capable of taking moderate level risk are advised to invest in this fund. But we also see that in an index fund can never do worse than the index.

So investors who are ready to take moderate risk to low level risk can invest in this scheme.

When we try to compare the performance of the fund v/s category average we see that the fund has underperformed the category average till the month of February. The ongoing monetary tightening in the economy has negative impact on the Sensex, which has resulted in the underperformance.
Hello friend,

Here I am sharing Product Note of Reliance Index Fund Sensex Plan, so please download and check it.
Attached Files
File Type: pdf Product Note of Reliance Index Fund Sensex Plan.pdf (1.02 MB, 0 views)
Friends: (0)
Reply With Quote
Reply

Bookmarks

Tags
fund, index, plan, reliance, sensex
Related to Reliance Index Fund - Sensex Plan
 

Similar Threads

Thread Thread Starter Forum Replies Last Post
Reliance Mutual Fund (RMF) Abhijeet S Marketing Management 1 November 25th, 2017 11:34 AM
UTI Master Index Fund Sunanda K. Chavan Financial Management ( FM ) 1 April 19th, 2016 12:02 PM
RELIANCE MUTUAL FUND djroxx Marketing Management ( RM , IM ) 2 March 2nd, 2010 04:39 PM
TRAKKING ERROR IN INDEX FUND(MUTUAL FUND) Birendra Trivedi Stock Markets Tips & Gyan !! 1 January 6th, 2010 04:16 PM
project on index fund Birendra Trivedi Stock Markets Tips & Gyan !! 2 May 5th, 2009 02:42 PM
 


Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is On
Trackbacks are On
Pingbacks are On
Refbacks are Off


ManagementParadise.com is not responsible for the views and opinion of the posters. The posters and only posters shall be liable for any copyright infringement.



Search Engine Optimization by vBSEO ©2011, Crawlability, Inc.