Reliance Focused Equity Fund Growth+1.39%

3Groww
-8.12%
1 Year Return
Equity
Focused
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Reliance Focused Equity Fund Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.95%
NAV43.08 (13 Sep 2019)
Fund Started26 Dec 2006
Fund Size3,917 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Reliance Focused Equity Fund Growth
-8.1%
4.5%
7.8%
12.2%
Category Average
-9.1%
6.5%
NA
-
Rank within category
42
32
14
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -8.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity7.8%
    HDFC Bank Ltd.FinancialEquity7.4%
    ITC Ltd.FMCGEquity6.0%
    State Bank of IndiaFinancialEquity5.5%
    GAIL (India) Ltd.EnergyEquity5.2%
    Infosys Ltd.TechnologyEquity4.4%
    Biocon Ltd.HealthcareEquity4.2%
    Larsen & Toubro Ltd.ConstructionEquity3.7%
    Motherson Sumi Systems Ltd.AutomobileEquity3.6%
    Axis Bank Ltd.FinancialEquity3.5%
    See All

    Fund Managers

    addMeenakshi Dawar
    Education
    Ms. Dawar is a B.Tech from IGIT New Delhi and PGDM from IIM Ahmedabad.
    Experience
    Prior to joining Reliance AMC had worked with IDFC Mutual Fund. She has worked in institutional equities sales and research division on sell side.
    Funds Managed
    addKinjal Desai
    Education
    Ms. Desai is MSc(Economics)
    Experience
    Associate Equity Investments at RNAM Assisting lead Analyst in Equity Research, idea generation and sector Monitoring., assisting Fund Managers in Stock Selection and monitoring of overseas investments.
    Funds Managed

    Other Details

    Reliance Focused Equity Fund Growth is a Equity Mutual Fund Scheme launched by Reliance Mutual Fund. This scheme was introduced to investors on 26 Dec 2006. Samir Rachh is the Current Fund Manager of Reliance Focused Equity Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹3,917 Cr and the Latest NAV as of 13 Sep 2019 is ₹43.08.

    The Reliance Focused Equity Fund Growth is rated Moderately High risk. Minimum SIP Investment is 100. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The primary investment objective of the scheme is to seek to generate long term capital appreciation &provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and Derivatives predominantly in Mid Cap and Small Cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. However there can be no assurance that the investment objective of the scheme will be realized, as actual marketmovements may be at variance with anticipated trends.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Reliance Mutual Fund

    Address
    Corporate Office : Reliance Centre, 7th Floor South Wing, OFf Western Express Highway, Santacruz(E) Mumbai-400055
    Phone
    022-33031000/30301111
    Launch Date
    29 Jun 1995
    Reliance Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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