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Reliance Banking Fund: Best Investment Choice in the Banking Sector

The presentation covers all the information on Reliance Banking Fund. It gives an investor a clear overview on Reliance Banking Fund Analysis, Investment Style, Top Holdings, Past Performance, Who Should Invest, Right time to invest and finally the conclusion.

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Reliance Banking Fund: Best Investment Choice in the Banking Sector

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Presentation Transcript

  1. Reliance Banking Fund Achieve High Growth With Finance Sector!

  2. What Are Banking Funds? • Banking Funds falls under the category of sector funds. • Such funds diversify the AUM in the equities and debt instruments of banks or in the companies which are connected to the finance sector. • Finance sector is considered as the backbone of Indian Economy and therefore such funds have high tendency to provide excellent gains in the long run. • Being sector funds, such types of funds are very risky but at the same time offer very high returns.

  3. Why to Invest in Banking Funds? • After the market volatility of 2018, the finance sector is currently the most profitable sector in the Indian finance market. • Formation of stable government at the centre after the LokSabha Election of 2019 will further boost the growth of the banking sector as a whole and of Banking Fund in particular. • Strong monetary policies by RBI and the progressive resolution of NPA crisis makes it a good opportunity to invest in Banking Funds.

  4. Reliance Banking Fund: Scheme Analysis • The top performing banking sector of Reliance Mutual Fund made its debut in the mutual fund industry with an investment objective to provide positive returns to the investors. • AUM of Reliance Banking Fund is Rs. 3,203 Crore (as on 31st May, 2019) • Lump Sum Investment Required : Rs. 5000 • SIP Investment Required : Rs. 500 • Expense Ratio: 2.20% (as on 30th April, 2019) • Exit Load: 1%, if an investor withdraws the participation from the scheme within 365 days • Fund Manager: Mr. Vinay Sharma.

  5. Reliance Banking Fund: Investment Style • Reliance Banking Fund follows growth style of investment. • The AUM is diversified across different market caps with large cap stocks holding maximum assets. • As per the current portfolio (as on 13th April, 2019), the fund invests 90.06% of the assets in equities, 6.86% in cash & cash equivalents, and a significant portion of 3.08% in the debt instruments and securities. • In the equities, large cap fund occupies 67.02% of the assets followed by mid cap (26.0%) and small cap stocks (6.97%).

  6. Reliance Banking Fund: Top Holdings • Reliance Banking Fund has allocated the assets in some of the biggest giants of the banking industry for offering optimum returns to the investors.

  7. Reliance Banking Fund: Past Performance • The investment strategy implemented by Mr. Vinay Sharma have worked miracles for the scheme. • The scheme has performed exceptionally well in the long term and have beaten the category's average every single time on the basis of annualized returns.

  8. Reliance Banking Fund: Who Should Invest? • High Risk Takers: Reliance Banking Fund is a sector fund which is limited to just one sector, i.e., Financial Sector; and any new reform in the finance sector will cause the downfall in returns. Thus, start the SIP plan in this fund only when you can tolerate market risk. • Investors Having Some Expertise: Sectoral funds, particularly finance sector require some significant knowledge about the sector. Right calls to enter or exit the scheme will depend on your expertise. Thus, it is not a good pick for new investors. • Investors With Long Investment Horizon: Reliance Banking Fund is a good pick for the investors who are willing to stay in the mutual fund industry for a longer period of time.

  9. Reliance Banking Fund: Is it the Right Time to Invest? The “Right Time to Invest” depends upon the preferred mode of investment. For instance: • Lump Sum Investors: In general, investors willing to do lump sum investment in Reliance Banking Fund should wait for the time when the market valuations are low. In such market conditions, they will be able to grab more units in lower prices. • SIP Investors: An investor can start the SIP plan in Reliance Banking Fund at any hour of the day as it frees the investor from the short term market volatility. Furthermore, start the SIP investment as early as possible to achieve superior returns in the long run.

  10. Winding-Up Banking Sector is all geared up to achieve remarkable growth in the future. Thus, it is the right time to park your cash in the banking fund, and according to the current market sentiments no other scheme is better than Reliance Growth Fund. You can easily start the SIP plan by visiting the website- www.mysiponline.com. Moreover, for further assistance you can also contact our finance experts at the below-displayed details. www.mysiponline.com +91-9660032889 support@mysiponline.com Disclaimer:The presentation is intended as a source to impart knowledge to the investors. The data has been collected from several mutual forums. *Mutual Funds investments are subject to market risk, read all scheme related documents carefully.

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