All people want to achieve capital growth for a secure future. All of us want to be rich and increase our income. Even though we struggle to achieve the financial stability we want, we should still do strategic planning to ensure a prosperous future. We must start investing in the best mutual funds to reap the maximum benefits. Mutual funds offer many options for investing to stabilize our financial situation. Reliance Equity Opportunities Fund is a plan that combines diversified equity plans from Reliance Mutual Fund. It is an essential plan to help you achieve your long-term investment goals.
The scheme was ranked in the top five funds in the diversified category of the CRISIL rating agency. It has a remarkable market position with high returns that have reached an all-time high over the past few years. This plan is recommended for investors who want to enjoy long-term capital appreciation in equity schemes while minimizing risk.
These are the top reasons Reliance Equity Opportunities Fund Growth Plan provides excellent returns, even in volatile markets, and tends grow the capital of investors.
1. Diversification of funds in different market caps
Reliance Equity Opportunities Fund’s money is invested in the diversified category, which includes all market caps. This includes large-cap, small and mid-cap funds. Because of the same reason it is classified in the diversified equity category, it is also the main factor that makes this fund less risky and high yielding.
2. Portfolio Concentration
Major investments are made in equity stocks. A small portion of the funds has been held in debt instruments to ensure financial stability. Most of the funds are parked in the automotive, financial, engineering, and technology industries. The scheme holds the following: ICICI Bank, State Bank of India and Indian Hotels. Larsen & Toubro and HCL Technologies are also part of it.
3. Modalities of Investing
Investors have two options to invest in Reliance Equity Opportunities Fund: either by investing via SIP investment plans, or making a lump-sum payment. The online purchase of the schemes makes investing easier.
4. Past Returns
The scheme’s past performance can be reflected in its last year’s returns. In 2014, the absolute annual returns of this scheme were 59.7%. The annualized returns for three- and 5-year investments are 17.80 percent and 17.50%, respectively.
5. Professional Fund Management
Shailesh Raj Bhhan, a CFA and MBA in Finance, manages the scheme. He has extensive experience in managing funds of different types and is well-versed in market trends. He analyzes all the available market schemes and decides which one is the best to invest in. This will provide higher returns and greater growth.
Investing in the Reliance Equity Opportunity Fund will result in investors experiencing tremendous growth. Portfolio concentration and past performance show that the fund is one of the most promising and can provide the desired growth for investors.