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Reliance Large Cap Fund- Growth Plan -Growth Option

(Erstwhile Reliance Top 200 Fund- Growth Plan -Growth Option)

Category: Equity Funds Large Cap
Launch Date: 08-08-2007
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 1.98% As on (30-04-2018)
Status: Open Ended Schemes(Equity Scheme - Large Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 10,053.92 Cr As on (31-05-2018)
Turn over: 112%
NAV as on 20-06-2018

32.1069

0.05 (0.1489%)

CAGR Since Inception

11.32%

S&P BSE 200 13.85%

PERFORMANCE of Reliance Large Cap Fund- Growth Plan -Growth Option

Scheme Performance (%)

Data as on - 20-06-2018

Yearly Performance (%)

Fund Managers

Mr. Sailesh Raj Bhan, Mr. Ashwani Kumar

Mr. Bhan is an MBA (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with ICFAI, Shah & Sequeira Investment Pvt. Ltd. and Emkay Share & Stock Broker Pvt. Ltd.

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.

RETURNS CALCULATOR for Reliance Large Cap Fund- Growth Plan -Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Reliance Large Cap Fund- Growth Plan -Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Reliance Large Cap Fund- Growth Plan -Growth Option 14.6 0.16 5.19 1.04 - -
Equity Funds Large Cap - - - - - -

PEER COMPARISION of Reliance Large Cap Fund- Growth Plan -Growth Option

Period
Data as on - 20-06-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Reliance Large Cap Fund- Growth Plan -Growth Option 08-08-2007 8.72 16.98 10.81 19.64 12.84
Kotak NV 20 ETF - Dividend 26-11-2015 20.74 17.04 0.0 0.0 0.0
Reliance ETF NV20 ETF 12-06-2015 20.64 16.88 10.79 0.0 0.0
ICICI Prudential NV20 ETF 14-06-2016 20.24 16.62 0.0 0.0 0.0
Kotak India EQ Contra Fund - Growth 27-07-2005 17.84 19.79 12.67 17.47 12.82
Reliance ETF Consumption 03-04-2014 17.02 18.72 14.64 0.0 0.0
Edelweiss ETF - Nifty Quality 30 25-05-2016 16.56 12.51 0.0 0.0 0.0
Invesco India Growth Opportunities Fund - Growth 09-08-2007 16.02 19.21 12.64 20.18 13.82
IDFC Focused Equity Fund-Regular Plan-Growth 16-03-2006 15.39 23.48 13.34 16.7 11.08
LIC MF Exchange Traded Fund-SENSEX 23-11-2015 15.01 16.38 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Reliance Large Cap Fund- Growth Plan -Growth Option

Asset Allocation (%)

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