MF Gyan
otherHigh risk14 years oldCooling recently (last 6m ≈ 3% p.a.)

Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From Reliance Mutual Fund. It's been running since 3 Jan 2013.

Latest price per unit
₹31.0443
▲ 0.68% today
As of 27 Apr 2018 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.09 L
▲ ₹9.4k gain · 9.4% / year
Invested 3 years ago
₹1.34 L
▲ ₹34.1k gain · 10.3% / year
Invested 5 years ago
₹2.14 L
▲ ₹1.14 L gain · 16.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.15 L
Gain / loss+₹35.4k
XIRR (annualised)12.11%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.18 L
Projected gain*+₹37.9k
*at this fund's historical rate of 12.11% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
9.38%median 4.48% (+4.90%)
Rank #91 of 501Beats 79% of peers
3-year return
10.27%median 6.00% (+4.27%)
Rank #40 of 501Beats 81% of peers
5-year return
16.44%median 4.91% (+11.53%)
Rank #11 of 501Beats 86% of peers
Bumpiness (3Y)
14.70%median 4.87% (+9.84%)
Rank #385 of 501Less risky than 22% of peers
Worst-ever drop
-23.44%median -6.75% (-16.68%)
Rank #65 of 501Less risky than 87% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 5 of last 6 years were positive.

+8%
2013
+38%
2014
+3%
2015
+3%
2016
+31%
2017
-2%
2018
Best year
2014 · 38.07%
Worst year
2018 · -2.15%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
14.7%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-23.44%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year9.38%
CAGR — 3 years10.27%
CAGR — 5 years16.44%
CAGR — since launch14.17%
Volatility — 1 year (annualised)11.39%
Volatility — 3 years (annualised)14.70%
Max drawdown — 1 year-11.61%
Max drawdown — 3 years-23.44%
Sharpe ratio — 1 year (rf=6%)0.27
Sharpe ratio — 3 years (rf=6%)0.27

Fund info

Fund house
Reliance Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
118643
First price on record
3 Jan 2013 · 1,307 daily prices

About Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option

Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option is a Income offered by Reliance Mutual Fund under the Direct plan with the Growth option. It has approximately 14 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option is ₹31.0443 (as of 27 Apr 2018). Historically, it has delivered 9.37% over the last year, 10.27% CAGR over 3 years, 16.44% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 14.7% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 23.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option?+

The latest NAV of Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option is ₹31.0443 as of 27 Apr 2018, up 0.68% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option?+

Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option has delivered 1-year return 9.37%, 3-year CAGR 10.27%, 5-year CAGR 16.44%, since-inception CAGR 14.17%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option belong to?+

Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option?+

Based on its 3-year annualised volatility of 14.7%, Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option a direct plan?+

Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option?+

Reliance Focused Large Cap Fund - Direct Plan Growth Plan - Growth Option has NAV history available from 3 Jan 2013 — approximately 14 years of track record and 1,307 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.