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.)
₹ 4465.54
Expense Ratio
1.33%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 233617
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.) | ₹ 4465.54 |
| Expense Ratio | 1.33% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 233617 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
State Bank of India
Equity
10
ICICI Bank Ltd
Equity
7
ITC Ltd
Equity
7
HDFC Bank Ltd
Equity
7
Larsen & Toubro Ltd
Equity
5
GAIL (India) Ltd
Equity
5
Bharti Airtel Ltd
Equity
4
Motherson Sumi Systems Ltd
Equity
4
Infosys Ltd
Equity
4
INDUSIND BANK LIMITED
Cash - CD Time Deposit
3
Asset Allocation(%)
Equity
94
Cash - CD Time Deposit
4
Cash - Commercial Paper
1
Cash - Repurchase Agreement
1
Other Assets And Liabilities
0
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
30
Engineering & Construction
10
Tobacco
7
Diversified Industrials
5
Utilities - Regulated Gas
5
Reliance Mutual Fund
AUM
₹2,33,617 Cr
About
Reliance Mutual Fund is a part of Reliance Anil Dhirubhai Ambani (ADA) Group and it is one of the largest growing asset management companies in India. It has an asset under management of Rs 2,40,445.37 and 83.99 lakhs folios.##Reliance Mutual Fund is present across 160 cities across the country. The main motto of the asset management company is to launch products that are not only innovative, but also conducive for investors. They believe in increasing their value to investors.##RMF provides a host of mutual funds across various categories, be it equity, debt and hybrid. The schemes have a well-managed portfolio and it has pioneered to become one of the most trusted asset management companies in India.##Reliance Mutual Fund has been sponsored by Reliance Capital Limited and Nippon Life Insurance Company.
Launch Date
30 Jun 1995
Sponsor
NA
Email
customer_care@reliancemutual.com
Phone
18002090007
Address
9th Floor, Crescenzo, C-38 & 39,,G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051, Mumbai - 400055
Reliance Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
Get the mobile app on your iOS/Android Device
Mutual Fund House
SBI Mutual Fund
L&T Mutual Fund
Axis Mutual Fund
UTI Mutual Fund
LIC Mutual Fund
TATA Mutual Fund
IDFC Mutual Fund
PPFAS Mutual Fund
IDBI Mutual Fund
Quantum Mutual Fund
HDFC Mutual Fund
Invesco Mutual Fund
Union Mutual Fund
HSBC Mutual Fund
Kotak Mutual Fund
Mirae Asset Mutual Fund
Essel Finance Mutual Fund
Franklin Mutual Fund
Mutual Funds investments are subject to market risks, read all scheme related documents carefully.