Reliance Large Cap Fund Overview

Mutual Fund

Reliance Large-Cap Fund was known as Reliance Top 200 Fund. This is one of the best large caps offered by Reliance. Reliance Large-Cap Fund is an open-ended equity fund. This fund was launched on 8th August 2007. Reliance Large-Cap Fund is managed by Mr. Sailesh Raj Bhan.

As the name suggested Reliance Large-Cap Fund only invests large companies which means companies who have market capitalization more than $10 billion. As the funds invest in equity the risk of Reliance Large-Cap Fund is moderately high but not as much as small-cap or mid-cap funds. Reliance Large-Cap Fund is best for those investors who are looking for long term capital growth. This fund only invests in equity and equity related instruments. The AUM size of Reliance Large-Cap Fund is Rs. 11,694cr. (as on 28th Feb 2019) The expense ratio for Reliance Large-Cap Fund Regular is 2.22% (as on 28th Feb 2019).

This fund has given good returns over the years. Reliance Large-Cap Mutual Fund has given 17.34 %, 16.83% and 17.19% in last ten years, five years and three years. The benchmark of this fund is S&P BSE 100 TRI. The return since the launch of Reliance Large-Cap Fund is 11.56%. You can invest in both Reliance Large-Cap Fund growth and Reliance Large-Cap Fund Dividend. But, it is advisable to invest in Reliance Large-Cap Fund growth. The minimum SIP amount for this fund is Rs.100. The minimum lump sum amount for Reliance Large-Cap Fund is Rs.5000. The return since launch is 11.56% for Reliance Large-Cap Fund. As this is an open-ended fund you can exit this fund any time. 

Top 10 holdings of Reliance Large-Cap Fund(02/04/2019)

S.No.Name of HoldingNet Assets (%)
1State Bank of India8.97
2Axis Bank Limited7.28
3HDFC Bank Limited5.86
4Infosys Limited5.34
5Larsen & Toubro Limited5.2
6ITC Limited4.73
7ICICI Bank Limited4.64
8Sun Pharmaceutical Industries Limited4.19
9Divi’s Laboratories Limited3.25
10Bajaj Finance Limited2.95

Top 5 sectors of Reliance Large-Cap Fund(02/04/2019)

S.No.Name of HoldingNet Assets (%)
1Bank – Private17.79
2Bank – Public11.65
3Pharmaceuticals and Drugs11.26
4IT – Software6.86
5Engineering – Construction6.35

Reliance Large-Cap Fund

  • Fund Manager- Mr. Sailesh Raj Bhan
  • Expense Ratio- 2.22% (28th February 2019)
  • Launch Date- 8th August 2007
  • Benchmark- S&P BSE 100 TRI
  • Risk- Moderately High
  • AUM Size- Rs.11,694cr. (29th March 2019)
  • Return Since Launch- 11.56%

Performance

1-Year3-Year5-Year10-Year
Fund14.3317.1916.8317.34
S&P BSE 100 TRI13.4616.513.516.21
Category11.9314.9512.8414.95
Rank within Category44525
Number of funds in category91766239

As on Apr 02, 2019

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