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Fund comparison

Reliance Capital Builder Fund II- Series A vs Reliance Close Ended Equity Fund - Series A

A side-by-side look at the facts — returns, risk and NAV. Not a recommendation.

1194 DAYSvs1194 DAYS
Head to head

The facts, side by side

Latest NAV, trailing returns and risk measures for both funds, computed from daily NAV. A dash means the figure isn't available yet. Past performance is not indicative of future results.

Reliance Capital Builder Fund II- Series A vs Reliance Close Ended Equity Fund - Series A: category, latest NAV, trailing 1/3/5-year returns, annualised volatility and maximum drawdown, direct plan — facts only, not a recommendation.
MetricReliance Capital Builder Fund II- Series AReliance Mutual FundReliance Close Ended Equity Fund - Series AReliance Mutual Fund
Category1194 DAYS1194 DAYS
Latest NAV₹14.55as of 29 Dec 2017₹23.82as of 4 Dec 2018
1-year return (CAGR)+52.1%-5.7%
3-year return (CAGR)+12.7%+9.7%
5-year return (CAGR)
Annualised volatility21.2%16.1%
Maximum drawdown-34.3%-22.5%
How they compare

What the numbers say

Each line states the same metric for both funds over a named period.

  • Over the trailing 3 years, Reliance Capital Builder Fund II- Series A's annualised return (CAGR) was 12.7% versus Reliance Close Ended Equity Fund - Series A's 9.7%. Past performance is not indicative of future results.

  • Over the available NAV history, Reliance Capital Builder Fund II- Series A's annualised volatility was 21.2% and Reliance Close Ended Equity Fund - Series A's was 16.1%.

  • Over the available NAV history, Reliance Capital Builder Fund II- Series A's maximum drawdown was -34.3% and Reliance Close Ended Equity Fund - Series A's was -22.5%.

  • Reliance Capital Builder Fund II- Series A is categorised as 1194 DAYS and Reliance Close Ended Equity Fund - Series A as 1194 DAYS.

These are historical facts computed from past NAV, stated for each period shown — not a recommendation, a ranking or a view on which fund is better for you.

Go deeper

Open each fund, or build your own comparison

See the full NAV history, calendar-year returns and risk profile on each fund's own page, or line up any two-to-four funds in the interactive comparison tool.

Frequently asked questions

Over the trailing 3 years, Reliance Capital Builder Fund II- Series A's annualised return (CAGR) was 12.7% and Reliance Close Ended Equity Fund - Series A's was 9.7% — so Reliance Capital Builder Fund II- Series A recorded the higher 3-year figure over that period. This is a historical fact computed from past NAV, not a view on which fund is right for you. Past performance is not indicative of future results.

Reviewed by Roohani Bangia · NISM-certified Mutual Fund Distributor · ARN-XXXXXX

Returns are direct-plan CAGR, and volatility and maximum drawdown are computed from daily NAV history (source: mfapi), as of each fund's latest NAV date, and are for information only. This page presents balanced facts side by side; it does not rank the funds, name a winner or recommend buying, selling or switching. Past performance is not indicative of future results. Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor, not a SEBI-registered Investment Adviser, and may earn commission on regular plans. Content here is for information only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

Not sure which of these fits your goals?

A NISM-certified planner in Faridabad / Delhi NCR can put both funds in the context of your goals, time frame and risk profile — free consultation.