Last NAV: 7.9024

RELIANCE CAPITAL BUILDER FUND IV SERIES C - REGULAR PLAN   -   Growth

INVESTMENT OBJECTIVE : The scheme seeks to provide capital appreciation to the investors, which will be in line with their long term savings

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
-18.49% 0.00% 0.00% -13.22% -0.02% 9.71%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
-1.11 -1.67 -0.54 16.61% -34.28% 37.50%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Small Cap
AUM INR   141.75   Cr.
Inception Date 15/12/2017
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2017 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -0.01 -0.01
2018 -2.06 -2.90 -4.98 7.32 -7.18 -7.06 2.69 4.48 -12.27 -3.67 1.22 1.37 -22.17
2019 -6.40 -2.64 9.71 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -0.02
all values are in %

Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 20
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

About Fund Managers:

Jahnvee Shah Reliance

  • Job Since 01/12/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Reliance Mutual Fund she has worked with Financial Express
  • Education Ms. Shah is a B.Sc and an MBA (Finance).

Meenakshi Dawar Reliance

  • Job Since 01/12/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Reliance AMC had worked with IDFC Mutual Fund. She has worked in institutional equities sales and research division on sell side.
  • Education Ms. Dawar is a B.Tech from IGIT New Delhi and PGDM from IIM Ahmedabad.

Samir Rachh Reliance

  • Job Since 01/12/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience He has an experience of over 12 years of experience. Prior to joining Reliance Mutual Fund he has worked in Hinduja Finance, Emkay Research and Anvicon Research.
  • Education Mr. Racch is a B.Com (H) from V.G.Vaze College, Mumbai.

Dhrumil Shah Reliance

  • Job Since 01/02/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience
  • Education

Kinjal Desai Reliance

  • Job Since 25/05/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience
  • Education Ms. Desai is MSc(Economics)

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