Reliance Life Growth Plus Fund 2

F00000H4W9
NAV / 1-Day Return
Total Assets
2.9 Mil
Inception Date
Jan 11, 2010
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Balanced Allocation
Investment Style
Large Growth
Fixed Income Surveyed Style Box
High/Extensive
Status
Open
TTM Yield
0.00%
Turnover
0.00%

Growth of 10,000

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
3.96
7.55
15.87
1.28
8.85
13.60
12.19
3.34
12.69
8.20
4.24
Category
2.48
8.84
15.57
1.69
8.36
12.73
13.97
2.70
14.36
10.10
N/A
Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Quartile Rank
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is third
Quartile Rank is third
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is third
Quartile Rank is fourth
—
Percentile Rank
30
84
48
66
53
51
78
27
69
78
—
# of Invest. in Cat.
91
95
95
93
75
90
91
89
87
89
—
Category Name
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 42.10 0.00 42.10 48.39 –
Fixed Income 53.97 0.00 53.97 47.94 –
Preferred 0.00 0.00 0.00 0.00 –
Convertible 0.00 0.00 0.00 0.00 –
Cash 3.93 1.94 5.87 2.37 –
Other 0.00 0.00 0.00 1.34 –
Investment as of Apr 30, 2025 | Category: Balanced Allocation as of Apr 30, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Jan 11, 2010
Number of Managers
2
Longest Tenure
3.8 Years
Average Tenure
2.2 Years
Advisor(s)
Reliance Nippon Life Insurance Company Limited.

Management Team

Rahul Sangle
Sep 30, 2021 –Present
Umesh Patel
Oct 31, 2024 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Below Avg.
Return vs. Category
Below Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
28 0
Bond Holding
7 0
Other Holding
2 1
Total Holding
37 1
Equity Holdings
28
Bond Holdings
7
Other Holdings
2
Total Holdings
37
% Assets in Top 10 Holdings
68
Reported Turnover %
—
As of —
Women Directors %
19
Women Executives %
9
Holdings
% Portfolio Weight
First Bought
Market Value as of Apr 30, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
HDFC Bank Ltd
5.41 Dec 31, 2011 48,690
INR Indian Rupee
26.86 — — — Financial Services
Reliance Industries Ltd
4.40 Dec 31, 2011 39,600
INR Indian Rupee
1.18 — — — Energy
ICICI Bank Ltd
3.85 Mar 31, 2023 34,650
INR Indian Rupee
32.36 20.45 — — Financial Services
Mahindra & Mahindra Ltd
2.85 Jun 30, 2018 25,650
INR Indian Rupee
15.84 25.38 — — Consumer Cyclical
Kotak Mahindra Bank Ltd
2.39 Aug 31, 2020 21,510
INR Indian Rupee
19.64 — — — Financial Services
Bharti Airtel Ltd
2.22 Sep 30, 2019 19,980
INR Indian Rupee
37.03 — — — Communication Services
Titan Co Ltd
1.83 Sep 30, 2019 16,470
INR Indian Rupee
7.50 — — — Consumer Cyclical
Larsen & Toubro Ltd
1.80 Sep 30, 2019 16,200
INR Indian Rupee
6.77 — — — Industrials
Mahanagar Gas Ltd
1.74 Dec 31, 2024 15,660
INR Indian Rupee
-0.04 — — — Utilities
Infosys Ltd
1.62 Dec 31, 2011 14,580
INR Indian Rupee
9.14 23.04 Narrow — Technology
Holdings as of Apr 30, 2025 | The top 37 largest holdings are available for display across Equity, Bond and Other.

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