MF Gyan
otherLow risk11 years oldSteady vs its 3-year pace

Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From Reliance Mutual Fund. It's been running since 17 Jul 2015.

Latest price per unit
₹13.0692
▲ 0.07% today
As of 30 Jul 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.08 L
▲ ₹7.6k gain · 7.6% / year
Invested 3 years ago
₹1.30 L
▲ ₹30.0k gain · 9.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.05 L
Gain / loss+₹25.0k
XIRR (annualised)8.67%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.06 L
Projected gain*+₹26.2k
*at this fund's historical rate of 8.67% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
7.60%median 4.49% (+3.11%)
Rank #160 of 501Beats 63% of peers
3-year return
9.15%median 6.00% (+3.15%)
Rank #53 of 501Beats 75% of peers
Bumpiness (3Y)
0.70%median 5.00% (-4.30%)
Rank #81 of 501Less risky than 84% of peers
Worst-ever drop
-0.33%median -6.85% (+6.52%)
Rank #423 of 501Less risky than 15% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 4 years were positive.

+4%
2015
+11%
2016
+8%
2017
+5%
2018
Best year
2016 · 10.88%
Worst year
2015 · 3.94%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
0.7%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-0.33%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year7.60%
CAGR — 3 years9.15%
CAGR — 5 years—
CAGR — since launch9.15%
Volatility — 1 year (annualised)0.36%
Volatility — 3 years (annualised)0.70%
Max drawdown — 1 year-0.01%
Max drawdown — 3 years-0.33%
Sharpe ratio — 1 year (rf=6%)4.30
Sharpe ratio — 3 years (rf=6%)4.47

Fund info

Fund house
Reliance Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
134890
First price on record
17 Jul 2015 · 735 daily prices

About Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option

Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option is a Income offered by Reliance Mutual Fund under the Direct plan with the Growth option. It has approximately 11 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option is ₹13.0692 (as of 30 Jul 2018). Historically, it has delivered 7.63% over the last year, 9.15% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 0.7% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 0.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option?+

The latest NAV of Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option is ₹13.0692 as of 30 Jul 2018, up 0.07% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option?+

Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option has delivered 1-year return 7.63%, 3-year CAGR 9.15%, since-inception CAGR 9.15%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option belong to?+

Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 0.7%, Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option a direct plan?+

Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option?+

Reliance Interval Fund -IV -Series 2 - Direct Plan - Growth Option has NAV history available from 17 Jul 2015 — approximately 11 years of track record and 735 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.