Fund Snapshot
| Parameter | Details |
| Strategy Name | Equity |
| Product Name | Equity |
| PMS Provider | Reliance Wealth Management Limited |
| Benchmark | BSE 500 TRI |
| Date of Inception | January 15, 2008 |
| Fund Age | 18.5 Years |
| Asset Under Management (AUM) | ₹0.68 Crores |
| Minimum Investment Amount | ₹50,00,000 (₹50 Lakhs) |
| Fixed Fees Structure | NA |
| Variable Fees Structure | NA |
| Exit Load | NA |
Fund Purpose
The main objective of the Value investment approach is to identify and acquire equity shares that are trading at relatively attractive valuations compared to their intrinsic worth and long-term business potential. Benchmarked against the broad BSE 500 TRI, the strategy is structured around a medium-to-long-term holding runway, seeking to minimize structural downside risks while maximizing upside re-rating triggers. By capturing valuation anomalies across a wider multi-cap stock spectrum, the fund aims to convert patient capital into long-term compounding wealth.
Fund Philosophy
Intrinsic Moat and Disproportionate Valuation Gaps
The fundamental core of the strategy centers on tracking price-to-value dislocations in the public market. The research process systematically isolates companies possessing stable operating models, reasonable cash flows, or strong underlying assets whose current stock prices fail to reflect their long-term earnings potential.
Medium-to-Long-Term Capital Runway Focus
True value unlocking requires structural patience as market perception often takes multiple business cycles to correct mispricings. The strategy operates with an elongated holding window, allowing selected corporate turnarounds, capacity expansions, or cyclical tailwinds to fully play out and translate into stock price appreciation.
Multi-Cap Adaptability via the BSE 500 Spectrum
Valuation mismatches do not cluster in a single market segment, allowing this philosophy to dynamically scour large, mid, and small-cap brackets. By utilizing the wide-lens benchmark of the BSE 500 TRI, capital can seamlessly migrate to wherever risk-to-reward margins prove most attractive and resilient.
Margin of Safety and Rigid Risk Management
Investing in undervalued sectors or turnaround companies requires a strict capital preservation shield to prevent value traps. The investment framework runs structural filters to verify governance standards, debt-to-equity ceilings, and operational cash visibility, ensuring a deep financial margin of safety at the point of entry.
Counter-Cyclical Asset and Sector Overweights
Outperforming a comprehensive market index means actively embracing unpopular, under-allocated, or temporarily stressed market segments. The philosophy relies on a high-conviction approach that willingly weights structural value positions against prevailing short-term institutional momentum trends, capturing sharp cyclical rebounds.
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Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
VALUE
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Reliance Wealth Management Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | NA | 0.00 | 15.77 | 4.93 | 18.33 | 7.58 | 15.40 | 15.39 | 13.90 | 15.36 |
| Benchmark | NA | -0.09 | 3.86 | 1.43 | 4.72 | -0.11 | 12.09 | 11.90 | 10.91 | 13.17 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Vikas Rajpal
Vikas Rajpal is a finance professional who served as an Equity Research Analyst and PMS Fund Manager at Reliance Wealth Management Limited from March 2020 until early 2023. Holding an MBA in Finance from NMIMS Mumbai and a background in chemical engineering, he was responsible for tracking key sectors like BFSI, automobiles, and specialty chemicals while actively managing investment strategies such as the Reliance Alpha Growth and Reliance Alpha Large Cap portfolios. In March 2023, he transitioned to SMIFS Limited, where he continues his career as a Portfolio Management Services (PMS) Fund Manager.
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The strategy scouts across the broad multi-cap spectrum of the Indian equity markets, using the BSE 500 TRI as its primary reference field. This permits deep diversification across large, mid, and small-sized corporations, giving the investment desk the freedom to capture asymmetric valuation anomalies across diverse industry sectors.
The provided details highlight both fixed and variable fee structures as not applicable (NA) or not disclosed. Fees within such customized portfolios can vary based on individual mandate terms, client asset ticket sizes, or specific customized advisory structures directly finalized between the investor and Reliance Wealth Management Limited.
In alignment with the statutory investment parameters enforced by the Securities and Exchange Board of India (SEBI) for all portfolio management accounts, the minimum regulatory capital requirement is set at ₹50 Lakhs. Investors can initiate this allocation via liquid cash or by transferring an existing equity portfolio.
This specific strategy commands an exceptionally vintage track record, carrying an inception date of January 15, 2008. Spanning over 18.5 years of market presence, it has navigated multiple deep macroeconomic cycles, including the global financial crash of 2008, the 2013 taper tantrum, and various domestic structural shifts.
A growth approach focuses heavily on momentum, targeting companies with accelerating near-term earnings regardless of high multiples. Conversely, the value philosophy focuses strictly on price sanity, purposely buying out-of-favor companies trading at low price-to-earnings or price-to-book ratios, waiting for structural re-ratings to generate alpha.
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