Reliance Focused Equity Fund - Direct Plan Growth Plan - Growth Option

Reliance Focused Equity Fund - Direct Plan Growth Plan - Growth Option of Reliance Mutual Fund has asset class type as Mid-Small Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.46

Age

NA Years

Fund Manager

Vinay Sharma

AuM (Rs Crores)

4077.2198

Asset Class

Mid-Small Cap

Net Asset Value:

44.5371

Rating

2

Exit Load

0.01

Benchmark

S&P BSE 500 TRI

Fund Type

Mid & Small cap

SEBI Category

Focused Fund

Turnover Ratio(Monthly)

1.2 Times

Fund Manager Details:

Vinay Sharma MBA., CFA Prior to joining Reliance Mutual Fund (April 218 till date) he was associated with ICICI Prudential AMC in 212 he has worked with AIG Global Asset Managment India Ltd. and J.P.Morgan India Pvt.Ltd.

Objective:

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 3 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.

Top Holdings:

  • Banks (28.5)
  • Finance (1.72)
  • Automobile (7.1)
  • Tobacco Products (7.)
  • Gas Distribution (4.2)
  • IT - Software (3.98)
  • Refineries (3.56)
  • Capital Goods - Electrical Equipment (3.48)
  • Telecomm-Service (3.25)
  • Infrastructure Developers & Operators (3.14)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition