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Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

31 funds

ordered by size · names starting with R

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Reliance Focused Large Cap Fundno recent NAV
Nippon Life India Asset Management Limited
Growth ₹31.04
27 Apr 2018
9.6% 10.0% ₹11,819 Cr — beat peers in 0% of 3-yr windows8 windows — thin record
Reliance Capital Builder Fund II- Series Ano recent NAV
Nippon Life India Asset Management Limited
Growth ₹14.54
28 Dec 2017
49.8% 13.1% ₹591 Cr — beat peers in 100% of 3-yr windows1 windows — thin record
Reliance Capital Builder Fund II - Series Cno recent NAV
Nippon Life India Asset Management Limited
Growth ₹12.54
23 Mar 2018
7.4% — ₹490 Cr — not measured
Reliance Capital Builder Fund- Series Bno recent NAV
Nippon Life India Asset Management Limited
Growth ₹13.82
1 Sep 2017
11.0% — ₹273 Cr — beat peers in 0% of 3-yr windows1 windows — thin record
Reliance Close Ended Equity Fund - Series Ano recent NAV
Nippon Life India Asset Management Limited
Growth ₹23.82
3 Dec 2018
−7.4% 9.3% ₹232 Cr 2.23%
Regular 2.58%
beat peers in 81% of 3-yr windows16 windows — thin record
Reliance Close Ended Equity Fund II- Series Ano recent NAV
Nippon Life India Asset Management Limited
Growth ₹19.33
27 May 2019
2.5% 13.6% ₹158 Cr 1.39%
Regular 1.39%
beat peers in 62% of 3-yr windows21 windows — thin record
Reliance Capital Builder Fund- Series Ano recent NAV
Nippon Life India Asset Management Limited
Growth ₹17.90
4 Aug 2017
32.2% — ₹130 Cr — not measured
Reliance Close Ended Equity Fund - Series Bno recent NAV
Nippon Life India Asset Management Limited
Growth ₹23.88
31 Dec 2018
−11.8% 8.7% ₹122 Cr 0.11%
Regular 0.41%
beat peers in 94% of 3-yr windows16 windows — thin record
Reliance Capital Builder Fund III - Series A (3 years)no recent NAV
Nippon Life India Asset Management Limited
Growth ₹13.31
28 Jun 2018
13.7% — ₹114 Cr 1.61%
Regular 2.71%
not measured
Reliance Capital Builder Fund- Series Cno recent NAV
Nippon Life India Asset Management Limited
Growth ₹14.49
6 Oct 2017
14.5% — ₹49 Cr — beat peers in 0% of 3-yr windows1 windows — thin record
Reliance Capital Builder Fund II - Series Bno recent NAV
Nippon Life India Asset Management Limited
Growth ₹13.82
26 Apr 2019
2.6% 18.2% ₹10 Cr 1.08%
Regular 1.35%
beat peers in 87% of 3-yr windows15 windows — thin record
Reliance Equity Linked Saving Fund - Series Ino recent NAV
Nippon Life India Asset Management Limited
ELSS ₹32.07
28 Mar 2018
10.4% 6.5% ₹1 Cr — beat peers in 0% of 3-yr windows7 windows — thin record
Reliance Fixed Maturity Fund-Series-2-no recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme Series-XVIIIno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme- Series-XIVno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme--Series VIno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-Monthly Plan Series-XIno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-Quarterly Plan-Series-VIIIno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-Series-IVno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-Series-IXno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-Series-Vno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-Series-VIIno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-Series-VIIIno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-Series-Xno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-Series-XIIno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-Series-XVno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-Series-XVIIno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-Vno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-VIIno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Fixed Term Scheme-XIIIno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured
Reliance Short Term Fund-Institutionalno recent NAV
Nippon Life India Asset Management Limited
Growth — — — — — not measured

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.