Reliance Yearly Interval Fund - Series 5
Historical returns (direct plan)
Annualised CAGR computed from daily NAV, as of the latest published value. Past performance is not indicative of future results.
| Period | Return (CAGR) |
|---|---|
| 1 year | +7.2% |
| 3 years | +8.3% |
| 5 years | — |
| Year | Return |
|---|---|
| 2017(YTD) | +1.5% |
| 2016 | +7.7% |
| 2015 | +8.8% |
| 2014 | +9.3% |
How to use these numbers
- • Compare returns within the same category (Half Yearly Dividend) — comparing a half yearly dividend fund to a different mandate isn't like-for-like.
- • Weight the longest period you can. One strong year can flatter a fund; three- and five-year figures show more.
- • The growth curve and calendar-year rows are the same NAV history, read two ways — a smooth trailing view and the year-by-year swings behind it.
- • These are facts, not a recommendation. Nothing here says buy, hold or sell Reliance Yearly Interval Fund - Series 5.
Not sure if it fits you?
A NISM-certified planner in Faridabad / Delhi NCR can put a fund like this in the context of your goals and risk profile — free.
Other Half Yearly Dividend funds
Frequently asked questions
Reviewed by Rajnish Bangia · NISM-certified Mutual Fund Distributor · ARN-315144 · Updated 6 Apr 2017
Returns are direct-plan CAGR and calendar-year figures computed from daily NAV (source: mfapi), as of the fund's latest NAV date, and are for information only. Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor (ARN-315144), 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.
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