Reliance Equity Opportunities Fund

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We like this fund for being malleable enough to change its market capitalisation according to the prevailing environment and profitably rotating its portfolio across sectors.

 

Strategy

The scheme aims to invest in stocks across those sectors and industries which drive the country's growth and are influenced by the ongoing economic reforms and infrastructural changes. As per the fund manager, the fund tries to take thematic bets, of which some are very offbeat and non-benchmark related. The fund generally doesn't hold more than 10 per cent in cash.

 

Performance

The fund first came into limelight in 2009 when it beat the category average by 25 per cent, after consecutive years of below par performance. It has been outperforming most of its peers since then and even managed to curtail its losses better in the market crisis of 2011.

In its 8-year history the fund's portfolio emphasis has changed several times; from large- and mid-cap to multi-cap to now mid- and small-cap.

Its top winners include HCL, SBI, Cummins India, Aurobindo Pharma, Jindal Saw, Shopper's stop, Hathway Cable and Datacom, Sanofi India and Divis Laboratories (highest allocation of 8 per cent). The list of misses has names such as Future Retail, Jindal Saw and Torrent Power.

Surprisingly, the fund is not gung-ho about the FMCG theme and has just 3 per cent allocated to it for the past four years and is instead overweight on healthcare and services, benchmark-wise.

The dominant sectors of the fund include automobile, financial, healthcare, services and technology.

Happy Investing!!

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