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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −10.2% | −5.6% | −4.6% |
| 3 Months | −5.9% | −3.6% | −2.3% |
| 6 Months | +13.9% | +8.1% | +5.8% |
| 1 Year | +1.2% | −2.3% | +3.5% |
|---|
| 2 Years | +0.7% | −3.9% | +4.6% |
|---|
| 3 Years (CAGR) | +12.8% | +9.2% | +3.6% |
|---|
| 4 Years (CAGR) | +13.9% | +11.2% | +2.7% |
|---|
| 5 Years (CAGR) | +11.1% | +8.9% | +2.2% |
|---|
| Since launch | +16.1% | +11.7% | +4.4% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 67-month window · Source: Computed from NAV history
Maximum drawdown: 18.8%
Reliance Wealth Management’s story and investment philosophy are on the Reliance Wealth Management firm page.
Mr. Shubam Guptaa
Director | MBA
Financial professional with extensive experience in portfolio management, investment strategy development, asset allocation.
Mr. Sanjay Sharma
Director | B.Com, CA
Aged 40 years. Commerce graduate from DAVV University, Indore, Madhya Pradesh and a Qualified Chartered Accountant.
Mr. Sushilkumar Agrawal
Independent Director | B.Com, FCA
Practicing Chartered Accountant and Senior Partner in M/s. N. D. Kapur & Co., Chartered Accountants.
Mr. Hiten Gohil
Compliance Officer
Compliance Officer of the company.
Registration No
INP000002353
Fund Manager
Amrita Farmahan
Principal Officer
Amrita Farmahan
Inflow
₹0.00 Cr
Outflow
₹3.62 Cr
Net
₹-3.62 Cr
Not reported — complaint data for this strategy isn't available yet.
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