RELIANCE TOP 200 FUND (Equity, Large Cap)

32.62
12.10%
2
Capital Appreciation
Long Term Horizon
Moderately High
1.99%
10 yrs 5 months08 Aug 2007
₹ 5751.03 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

W.E.F August 01, 2009 - No entry load. Exit Load for all subscriptions W.E.F April 20, 2015 is 1% if redeemed/Switched out on or before completion of 1 year from the date of allotment of units. And Nil thereafter. W.E.F. 26/08/2011, Scheme name Reliance Equity Advantage Fund has been changed to Reliance Top 200 Fund.

Investment Objective

The scheme will invest in equity or equity related instruments of companies whose market capitalization is within the range of highest and lowest market capitalization of BSE 200 index.

Scheme Documents

TenureReturns (CAGR)
YTD
35.45
1 Month
1.06
3 Month
7.28
1 YR
32.36
2 YR
19.96
3 YR
12.16
TenureReturns (CAGR)
1 YR
29.01
2 YR
25.44
3 YR
18.05
5 YR
19.52
10 YR
16.23

Portfolio

Company Name% Assets
State Bank of India6.27
Infosys Ltd.4.44
Larsen & Toubro Ltd.4.38
HDFC Bank Ltd.3.92
Divi's Laboratories Ltd.3.91
ICICI Bank Ltd.3.86
ITC Ltd.3.61
Axis Bank Ltd.3.52
Dr. Reddy's Laboratories Ltd.2.86
Tata Steel Ltd.2.86

Top Sectoral Holdings

Sector Name% Assets
Financial28.09
Healthcare11.32
Energy9.93
Automobile9.73
Construction8.81
Technology8.08
Engineering6.76
Services5.94
FMCG4.97
Metals2.86

Indicators

Portfolio turnover ratio143
Standard Deviation14.41%
Beta1.03%
Sharpe Ratio0.49

Ashwani Kumar,Sailesh Raj Bhan

Mr. Kumar is a B.Sc and MBA in Finance.Mr. Bhan is an MBA (Finance) and CFA.
Prior to joining Reliance Mutual Fund he has worked with Zurich Asset Management Co. Ltd. Prior to joining Sundaram Mutual Fund he has worked with ICFAI, Shah & Sequeira Investment Pvt. Ltd. and Emkay Share & Stock Broker Pvt. Ltd.
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