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
2.16%
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

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Tenure

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

Portfolio

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
Financial32.88
Construction14.38
Automobile8.92
FMCG8.4
Energy7.48
Engineering7.2
Technology5.19
Textiles4.54
Metals3.96
Communication3.03

Indicators

LabelValue
Portfolio turnover ratio96
Standard Deviation14.4%
Beta1.01%
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