Reliance - Alpha Large Cap

EQUITY LARGE CAP

An strategy with an objective to generate consistent and superior returns over a medium to long term by capitalizing on investment opportunities in the large cap space. Strategy is to generate consistent and superior returns by adopting a blend of bottom up and top down approach.

+21.82%

3Y annualised returns

+22.03%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

28 Apr '14

Total AUM

₹0.66Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity98.3%

Cash1.7%

Equity market cap split

Large Cap69.9%

Small Cap22.9%

Mid Cap5.5%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

Nil

PMS management

MV
Mr. Varun Bang
Fund Manager
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About

Varun Bang has more than 8 years of experience in equity research and fund management. He completed his Post Graduation in Finance and joined Pramerica Mutual Fund (US Prudential Group) in 2013 as a research analyst where he primarily tracked Cement; Healthcare and Agrochemicals. Since late 2017; he has been associated with Reliance Wealth PMS and has been actively involved in fund management. His pedigree lies in identifying good businesses early in the cycle which have turned out to be multi-baggers for PMS portfolios.

Experience

Over 8 years of experience in equity research and fund management.

Investment philosophy

Specializes in equity research and identifying high-growth businesses in their early cycle.

Previously worked at

Reliance Wealth PMS
Pramerica Mutual Fund

Awards

Proven ability to identify businesses that have become multi-baggers for PMS portfolios by investing early in their growth cycle.

VR
Vikas Rajpal
Fund Manager
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About

Vikas Rajpal has close to 9 years of experience in the Capital Markets on sell and buy side equities. Having joined Reliance Wealth PMS in March 2020; he has been actively involved in fund management. He has evaluated varied investment opportunities across sectors and geographies in previous roles at leading broking houses and investment funds. In his previous stint with Karvy PMS; he was actively involved in managing equity PMS and generated decent returns for the clients. He has extensively tracked Automobiles; BFSI; FMCG and Specialty Chemicals previously. He has done his BE in Chemical Engineering from Mumbai University and is currently pursuing Executive MBA from NMIMS University.

Experience

Close to 9 years of experience in capital markets on sell and buy side equities.

Investment philosophy

Specializes in tracking Automobiles, BFSI, FMCG, and Specialty Chemicals sectors.

Previously worked at