RELIANCE FOCUSED LARGE CAP FUND (Equity, Large Cap)

29.81
9.83%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.15%
11 yrs 8 months28 Mar 2006
₹ 1332.98 Cr17 Nov 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

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.

Scheme Documents

TenureReturns (CAGR)
YTD
25.46
1 Month
2.25
3 Month
3.25
1 YR
25.87
2 YR
13.90
3 YR
9.53
TenureReturns (CAGR)
1 YR
19.79
2 YR
18.87
3 YR
13.35
5 YR
15.35
10 YR
12.19

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.36
Maruti Suzuki India Ltd.6.14
Larsen & Toubro Ltd.5.27
ICICI Bank Ltd.5.04
United Spirits Ltd.4.58
Grasim Industries Ltd.4.41
Petronet LNG Ltd.4.31
Bharat Financial Inclusion Ltd.4.25
Tata Steel Ltd.4.22
Indian Oil Corpn. Ltd.4.05

Top Sectoral Holdings

Sector Name% Assets
Financial29.52
FMCG12.72
Energy11.65
Construction8.14
Engineering6.64
Automobile6.14
Technology5.85
Diversified4.41
Metals4.22
Textiles3.1

Indicators

Portfolio turnover ratio82
Standard Deviation14.41%
Beta1%
Sharpe Ratio0.46

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

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