Reliance Focused Large Cap Fund (Equity, Large Cap)

Moderately High
13 yrs 5 monthsStarted on:28 Mar 2006
₹ 1344.8 Cras on: 27 Apr 2018
Long Term Horizon
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to generate capital appreciation and provide long-term growth opportunities by investing in equity & equity related securities of top 100 companies by market capitalization.

Exit Load

No entry load will be charged for Subscriptions/Switch Ins W.E.F August 01, 2009. Exit Load for all subscriptions W.E.F August 24, 2009 is 1% if redeemed/Switched out on or before completion of 1 year from the date of allotment. W.E.F. 22/01/2014, Scheme name Reliance Equity Fund has been changed to Reliance Focused Large Cap Fund.

Scheme Documents

Similar Funds
Mirae Asset India Equity Fund
Current NAV 48.13
Return (CAGR) 14.79%
Value Research
Axis Bluechip Fund
Current NAV 28.58
Return (CAGR) 11.51%
Value Research
Motilal Oswal Focused 25 Fund
Current NAV 20.75
Return (CAGR) 12.32%
Value Research
Reliance Large Cap Fund
Current NAV 31.15
Return (CAGR) 9.89%
Value Research
ICICI Pru Bluechip Fund
Current NAV 39.71
Return (CAGR) 13.03%
Value Research
UTI Mastershare Fund
Current NAV 115.43
Return (CAGR) 17.27%
Value Research
HDFC Top 100 Fund
Current NAV 455.26
Return (CAGR) 19.24%
Value Research
SBI Nifty Index Fund
Current NAV 93.28
Return (CAGR) 13.56%
Value Research
Aditya Birla SL Index Fund
Current NAV 106.53
Return (CAGR) 14.99%
Value Research
Franklin India Bluechip Fund
Current NAV 417.88
Return (CAGR) 19.58%
Value Research
IDFC Large Cap Fund
Current NAV 30.32
Return (CAGR) 8.76%
Value Research
DSP Top 100 Equity Fund
Current NAV 190.37
Return (CAGR) 19.59%
Value Research


TenureReturns (CAGR)
1 Month4.59
1 YR8.72
2 YR17.18
3 YR9.20

SIP Returns

TenureReturns (CAGR)
1 YR4.28
2 YR11.74
3 YR11.25
5 YR12.88
10 YR11.81


Company Name% Assets
HDFC Bank Ltd.10.87
Maruti Suzuki India Ltd.6.94
Larsen & Toubro Ltd.6.3
Bharat Financial Inclusion Ltd.5.32
Infosys Ltd.5.19
Exide Industries Ltd.4.65
Grasim Industries Ltd.4.64
ICICI Bank Ltd.4.58
Arvind Ltd.4.54
ITC Ltd.4.48

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio96
Standard Deviation14.4%
Sharpe Ratio0.19

Meenakshi Dawar

Ms. Dawar is a B.Tech from IGIT New Delhi and PGDM from IIM Ahmedabad.
Prior to joining Reliance AMC had worked with IDFC Mutual Fund. She has worked in institutional equities sales and research division on sell side.

Other Funds Managed by Meenakshi Dawar