Reliance Large Cap Fund aims to generate long-term capital appreciation by investing predominantly investing in the equity and equity-related instruments of large-cap companies. It was earlier known as Reliance Top 200 Fund- Retail Plan (G). It is an open-ended scheme which is suitable for the moderately high-risk taking investors who have an investment horizon of 5-7 years approximately.
|Fund Type||Open Ended|
|Benchmark||S&P BSE 100|
|Asset Size(Cr)||11070.14 (As on Oct 31, 2018)|
|Fund Manager||Sailesh Raj Bhan|
|Notes||Reliance Equity Advantage Fund renamed as Reliance Top 200 Fund, with effect from August 26, 2011.|
|Min SIP Investment||100|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 Days|
|Period||Returns(%)||Benchmark Returns (%)|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
|Sector||Value(In Cr)||Allocation (%)|
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Axis Bluechip Fund (G)||9.64%||13.96%||15.16%|
|HDFC Top 100 Fund (G)||1.22%||13.26%||14.92%|
|ICICI Prudential Bluechip Fund (G)||1.01%||13.12%||15%|
|Canara Robeco Bluechip Equity Fund (G)||5.76%||12.45%||13.66%|
|IDFC Large Cap Fund (G)||-1.03%||12.14%||11.12%|
|Period||Returns (%)||BSE 100 (%)|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
|ITCLtd||Equity||CONSUMER NON DURABLES||-||2304.45||3.6112|
|ZeeEntertainmentEnterprisesLtd||Equity||MEDIA AND ENTERTAINMENT||-||1704.45||2.6709|
|BhartiAirtelLtd||Equity||TELECOM - SERVICES||-||1518.243||2.3791|
|ABBIndiaLtd||Equity||INDUSTRIAL CAPITAL GOODS||-||884.644||1.3863|
|GETDIndiaLtd||Equity||INDUSTRIAL CAPITAL GOODS||-||785.451||1.2308|
|NestleIndiaLtd||Equity||CONSUMER NON DURABLES||-||685.5||1.0742|
|HousingDevelopmentFinanceCorporationLimitedWarrant||Equity - Warrants/Rights (Call)||-||-||536.754||0.8411|
|JubilantFoodworksLtd||Equity||CONSUMER NON DURABLES||-||449.099||0.7038|
|BharatElectronicsLtd||Equity||INDUSTRIAL CAPITAL GOODS||-||278.7||0.4367|
|GodrejAgrovetLtdOrdinaryShares||Equity||CONSUMER NON DURABLES||-||186.496||0.2923|
|RelianceCommunicationsLtd||Equity||TELECOM - SERVICES||-||7.132||0.0112|
Launched in 2007, Reliance Top 200 is a retail plan designed by the proficient team of fund managers of Reliance Mutual Fund. It is a three-star rated scheme and is among the top performing funds in India. It falls under the equity fund class and subdivided into large-cap funds. It is best suited for investors who are seeking long-term capital appreciation with minimum risk exposure. Here we have provided a synopsis for this strategy which would assist you in making a wise decision for selecting this strategy for your portfolio.
The primary investment objective of this scheme is to generate long-term capital appreciation by investing in the equity and equity-related instruments of the companies. These corporates are the ones whose market capitalization is within the range of highest & lowest market cap of BSE 200 Index. In addition to this, it also aims to provide consistent returns by investing in the debt and money market securities. It is an open-ended growth scheme whose performance is measured against S&P BSE 200. It provides high flexibility along with many other benefits to the investors.
Reliance Top 200 Fund requires a minimum amount of Rs.100 as SIP to initiate investing. Furthermore, to make a lump sum investment it requires a minimum amount of Rs.5000 only. In order to cater to the divergent needs of the investors, this plan has well designed its portfolio which confirms higher returns. NAV of Reliance 200 Fund as on November 01, 2016 amounted to Rs. 25.6638. This scheme has maintained a recognised position in the market due to its profit-oriented nature of investing.
This mutual fund investment plan has been ranked third under the Large Cap category by CRISIL for the quarter ended in June 2016. It is offering tremendous returns since its inception which averaged to 10.74% until now. Moreover, its three- and five-year investment yields 21.4 and 16.6 percent annualised returns respectively. Furthermore, as per the past records, the absolute annual returns for the year 2012 and 2014 were 40.3 and 54.6 percent.
If you are willing to make an informed investment in this plan, you must calculate the returns of this scheme before investing with the use of SIP Calculator. You should be able to conclude how much wealth you can create with this fund. As per the past performance and many other parameters, our fund analysts are of the view that Reliance 200 is among the must-have schemes for a portfolio.
The asset under management of this scheme is Rs. 2,388 crore as of September 30, 2016. This shows that it manages the capital of a large section of investors and is fulfilling their goals. It has made investments or around 98.3 per cent in equity stocks of companies and has put the remaining asset in the debt instruments. The diversification of funds by this scheme has been made in a way that the risk exposure has been reduced up to a maximum extent, and it is offering greater returns so far.
The sector allocation graph shows the allotment of the funds in varied industries. They include financial, energy, automobile, engineering and FMCG. Furthermore, the holdings of this plan also include the top entities of the country viz., State Bank of India, Reliance Industries, HDFC Bank, Larsen & Toubro, ICICI Bank, ITC, Castrol India and many more. Hence, one can conclude here that with association of the best-performing companies, this mutual fund programme can yield extraordinary returns.
We, at MySIPonline, have recommended Reliance Top 200 because our experts believe that this plan would never let down the worth of investment and grow the capital for a secure future. You must consider this strategy to make a worthwhile investment in the mutual funds.
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