Reliance Focused Equity Fund - Direct Plan
The primary investment objective of the scheme is to generate long-term capital growth by predominantly investing in an active and concentrated portfolio of equity & equity related instruments up to 30 companies across market capitalization. The secondary objective of the scheme is to generate consistent returns by investing in debt, money market securities, REITs and InvITs. There is no assurance or guarantee that the investment objective of the scheme will be achieved.
Suitability
This product is suitable for investors who are seeking
• Long term capital growth.
• Investment in equity and equity related securities including derivatives.
Fund Info
Scheme Type
Open-ended
Scheme Category
Focused Fund
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 4152.57
Expense Ratio
1.4%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 236256
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Focused Fund |
| Benchmark Type | S&P BSE 200 |
| Scheme AUM (in Crs.) | ₹ 4152.57 |
| Expense Ratio | 1.4% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 236256 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
8.60
State Bank of India
Equity
7.68
ITC Ltd.
Equity
5.52
ICICI Bank Ltd.
Equity
4.99
Tata Motors Ltd.
Equity
4.11
GAIL (India) Ltd.
Equity
4.05
Infosys Ltd.
Equity
3.81
Maruti Suzuki India Ltd.
Equity
3.73
Bharat Financial Inclusion Ltd.
Equity
3.68
Yes Bank Ltd.
Equity
3.65
Sector Allocation(%)
Sector
Percent
Construction
9.28
Automobile
9.06
Energy
7.46
FMCG
6.67
Financial
42.66
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.