Reliance Large Cap Fund, previously known as Reliance Top 200 Fund, is an open-ended equity scheme that predominantly invests in large cap stocks. The scheme's primary investment objective is to generate long-term capital appreciation through its investments in equity and equity-related instruments of large cap companies. At least 80% of the total assets are invested in large cap stocks. The scheme’s secondary objective is to generate steady returns by investing in debt, money market securities, REITs and InvITs. It must, however, be noted that there is no assurance that the investment objective will be realized.
About Reliance Mutual Fund: Reliance Mutual Fund is among India's leading MF investment companies with AAUM of Rs 2,33,628.56 crores (January-March 2019 QAAUM) and 90.67 lakhs folios, as on March 31, 2019. The company offers well-rounded portfolio of products to meet the varying needs of customers, and has established its presence in 300 cities (as on March 31, 2019) across the nation. (Note - All the information contained in this page has been sourced from the official website of Reliance Mutual Fund.)
Mr. Sailesh Raj Bhan - Deputy CIO Name of the schemes managed by Mr. Sailesh Raj Bhan – i) Reliance Pharma Fund, ii) Reliance Consumption Fund, iii) Reliance Multi Cap Fund, Reliance Close Ended Equity Fund II - Series A and iv) Reliance India Opportunities Fund - Series A
The scheme offers the below plans/options
Click to know more about Performance of Reliance Large Cap Fund as on 31/05/2019
Source: Reliance Mutual Fund official website
Click to know more about NAVs - Reliance Large Cap Fund
| Industry | Allocation |
|---|---|
| Banks | 29.58% |
| Industrial Capital Goods | 9.03% |
| Pharmaceuticals | 8.90% |
| Construction Project | 8.09% |
| Petroleum Products | 6.55% |
| Petroleum Products | 4.92% |
| Auto | 4.70% |
| Industrial Products | 4.40% |
| Hotels, Resorts And Other Recreational Activities | 4.37% |
| Finance | 4.37% |
Details as on May 31, 2019
Source: Reliance Mutual Fund official website
| Holding | Allocation |
|---|---|
| State Bank of India | 9.90% |
| ICICI Bank Limited | 7.72% |
| Larsen & Toubro Limited | 7.10% |
| Axis Bank Limited | 4.91% |
| ITC Limited | 4.75% |
| Bank of Baroda | 4.10% |
| Infosys Limited | 3.36% |
| TATA Steel Limited | 3.04% |
| Sun Pharmaceutical Industries Limited | 2.96% |
| HDFC Bank Limited | 2.95% |
Details as on May 31, 2019
Source: Reliance Mutual Fund official website
| Particulars | Aggregate Investments (Rs. in lakhs) |
|---|---|
| Board of Directors | 12.09 |
| Fund Managers | 29.42 |
| Other Key Managerial Persons | 421.88 |
Details as on as on March 15, 2019
Source: Reliance Mutual Fund official website
Investments in this scheme can help realize long term capital growth as funds are primarily parked in equity and equity related instruments of large cap companies. The scheme also generates consistent returns as a result of investments made in debt, money market securities, REITs and InvITs. It must be noted that there is no guarantee that the scheme’s investment objective will be realized.
An individual will be required to submit certain documents to avail a mutual fund scheme. Some of the documents that may be required include - filled-up application form, proof of identity and proof of address. For more details on the documents necessary to invest in Reliance Large Cap Fund, please refer to the company’s official website.
What is Reliance Large Cap Fund?
Reliance Large Cap Fund, earlier known as Reliance Top 200 Fund, is an open-ended equity scheme that primarily invests in large cap stocks.
What is the risk involved with investing in Reliance Large Cap Fund?
The principal risk of investing in Reliance Large Cap Fund is moderately high. At least 80% of the total assets are invested in large cap stocks.
What are the loads associated with Reliance Large Cap Fund?
There is no entry load applicable on investments made in Reliance Large Cap Fund. Exit Loan: 10% of the units allocated can be redeemed without exit load, on or before completion of 12 months from the date of allotment of units. Redemption in excess of such limit during the first 12 months from the allotment date shall be subject to the below exit load. Redemption of units shall be on First in First out Basis:
Who can invest in Reliance Large Cap Fund?
The units are offered to the public for subscription. The below persons are eligible to subscribe to the units:
Where does an investor submit redemption request for Reliance Large Cap Fund?
The unitholder has to submit the transaction slip for a redemption/switch or request for closure of his or her account at any Designated Investor Service Centres of the Asset Management Company.
