Last NAV: 46.4282

RELIANCE FOCUSED EQUITY FUND   -   Growth

INVESTMENT OBJECTIVE : The fund seeks to generate long term capital appreciation by investing in a portfolio of equity & equity related securities up to 30 companies across market capitalization.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
12.76% 20.39% 15.43% 2.60% 4.30% 6.72%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.74 0.91 0.21 17.34% -62.14% 61.49%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Multi Cap
AUM INR   4,152.57   Cr.
Inception Date 11/12/2006
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2006 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -0.10 -0.10
2007 1.49 -2.84 -1.30 4.47 5.94 2.45 5.21 0.04 11.49 7.66 4.36 12.30 63.38
2008 -18.33 -5.50 -11.10 7.96 -3.37 -13.41 2.24 2.79 -11.61 -24.31 -3.07 7.39 -54.64
2009 -6.05 -4.19 4.66 15.74 30.28 -0.23 4.59 4.02 8.28 -3.88 4.93 6.47 79.29
2010 -1.89 -0.49 4.88 8.32 -4.59 6.20 4.18 2.11 7.22 3.49 -5.60 0.58 25.98
2011 -11.02 -6.66 5.84 5.16 -4.70 0.26 3.95 -8.87 -0.71 0.89 -9.48 -5.91 -28.61
2012 11.79 4.81 -0.46 3.64 -4.99 4.50 1.82 0.98 8.50 0.17 4.04 1.54 41.66
2013 -3.39 -9.96 -1.30 4.53 -0.58 -3.83 -3.72 -2.16 3.60 8.32 4.72 8.31 2.88
2014 -4.02 2.86 7.68 7.09 16.74 10.12 2.02 3.28 5.87 3.88 4.44 2.51 81.53
2015 5.15 -0.65 -0.94 -2.31 1.56 -2.36 8.82 -7.31 0.99 2.42 1.54 1.94 8.28
2016 -8.26 -12.30 8.47 5.07 5.47 5.79 4.46 3.66 -0.04 4.29 -8.99 -2.10 2.90
2017 5.59 4.92 4.27 5.00 -0.55 1.32 4.12 -2.90 -0.27 8.59 3.26 3.29 42.73
2018 -1.40 -4.26 -5.17 5.03 -2.35 -3.53 5.47 1.43 -10.13 -2.01 2.74 1.79 -12.73
2019 -2.33 0.07 6.72 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.30
all values are in %

Allocation Mandate

Equity Allocation Min: 65   Max: 100
Debt Allocation Min: 0   Max: 35
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 35

About Fund Managers:

Meenakshi Dawar Reliance

  • Job Since 28/04/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Reliance AMC had worked with IDFC Mutual Fund. She has worked in institutional equities sales and research division on sell side.
  • Education Ms. Dawar is a B.Tech from IGIT New Delhi and PGDM from IIM Ahmedabad.

Jahnvee Shah Reliance

  • Job Since 28/04/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Reliance Mutual Fund she has worked with Financial Express
  • Education Ms. Shah is a B.Sc and an MBA (Finance).

Meenakshi Dawar Reliance

  • Job Since 28/04/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Reliance AMC had worked with IDFC Mutual Fund. She has worked in institutional equities sales and research division on sell side.
  • Education Ms. Dawar is a B.Tech from IGIT New Delhi and PGDM from IIM Ahmedabad.

Jahnvee Shah Reliance

  • Job Since 28/04/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Reliance Mutual Fund she has worked with Financial Express
  • Education Ms. Shah is a B.Sc and an MBA (Finance).

Kinjal Desai Reliance

  • Job Since 25/05/2018 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience
  • Education Ms. Desai is MSc(Economics)

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