Mutual Funds

Reliance Interval Fund -IV -Series 2 - Direct Plan - Dividend Payout Option

Nippon India Mutual FundRetirementHigh Risk
₹12.99+0.01 (+0.07%)

NAV as on 2018-07-02 · Equity · Retirement

AUM

₹132 Cr

1Y Return

+0.6%

3Y CAGR

+6.7%

5Y CAGR

-

Expense

-

Risk

High

Reliance Interval Fund -IV -Series 2
₹12.99+0.07%

1Y Return

+0.6%

3Y CAGR

+6.7%

5Y CAGR

-

Since Inception

+2.4%

AI Fund Analysis

Get AI-powered verdict, strengths, risks, and SIP recommendations for this fund.

NAV History

Drag or scroll the chart to pan through history

52-Week NAV Range

₹10
₹13.06

98% from 52W low

Fund Information

RetirementEquitySince 17-07-2015

Fund House

Nippon India Mutual Fund

Category

Equity - Retirement

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash100.0%

Market Cap Split

Top Holdings

11 stocks
Weight1M Change
1

Reliance Liquid Dir Gr

32.52%0.0%
2

Piramal Enterprises Limited

11.34%0.0%
3

Hero Cycles Limited

11.34%0.0%
4

Cholamandalam Investment And Fin. Co. Ltd

10.32%0.0%
5

India Infoline Housing Finance Limited

9.45%0.0%
6

Yes Bank Limited

7.56%0.0%
7

RBL Bank Limited

7.53%0.0%
8

IndusInd Bank Limited

3.76%0.0%
9

Power Grid Corporation Of India Limited

2.95%0.0%
10

Net Receivables

2.86%0.0%

Risk Metrics (3Y)

Sharpe Ratio

0.02

Sortino Ratio

0.02

Std Deviation

3.96%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Nippon India Intr Fund-IV-Ser 2 Dir IDCW132-+0.6%+6.7%-
Bandhan Interval Fund Ser 17 Dir IDCW-P-----
DSP FMP Series 267 - 1246D Dir IDCW-P718--+7.1%-
SBI FMP Ser 66 1361 D Dir IDCW-P662-+6.0%+7.0%-
SBI FMP Ser 67 1467 D Dir IDCW-P569-+6.4%+7.2%-
SBI FMP Ser 42 1857D Dir IDCW-P504-+6.1%+7.1%+6.2%
HDFC FMP 1861D Mar2022(46) Dir Nm IDCW-P495-+7.0%+7.6%-
Kotak FMP Ser 292 - 1735 Days Dir IDCW-P481-+6.4%+7.2%-
SBI FMP Ser 49 1823 Days Dir IDCW-P415-+6.7%+7.3%-
SBI FMP Ser 44 1855D Dir IDCW-P407-+6.4%+7.2%-

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹132 Cr
Expense Ratio-
Volatility (3Y)4.0%
Sharpe Ratio0.02
Sortino Ratio0.02
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings11

Risk-o-Meter

Low

Moderate

High

Very High

Rated as High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.