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
Credit Quality / Interest Rate Sensitivity
High/Extensive
Status
Open
TTM Yield
0.00%
Turnover
—

Growth of 10,000

Returns

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 41.63 0.00 41.63 46.17 –
Fixed Income 53.61 0.00 53.61 49.06 –
Preferred 0.00 0.00 0.00 0.00 –
Convertible 0.00 0.00 0.00 0.00 –
Cash 4.76 0.01 4.77 2.31 –
Other 0.00 0.00 0.00 2.62 –
Investment as of Mar 31, 2025 | Category: Balanced Allocation as of Mar 31, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Jan 11, 2010
Number of Managers
2
Longest Tenure
3.7 Years
Average Tenure
2.1 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
70
Reported Turnover %
—
As of —
Women Directors %
18
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Mar 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
Reliance Industries Ltd
4.94 Dec 31, 2011 54,340
INR Indian Rupee
-3.89 — — — Energy
ICICI Bank Ltd
4.58 Mar 31, 2023 50,380
INR Indian Rupee
24.91 20.08 — — Financial Services
HDFC Bank Ltd
4.49 Dec 31, 2011 49,390
INR Indian Rupee
27.92 — — — Financial Services
Mahindra & Mahindra Ltd
2.27 Jun 30, 2018 24,970
INR Indian Rupee
36.80 24.45 — — Consumer Cyclical
Kotak Mahindra Bank Ltd
2.05 Aug 31, 2020 22,550
INR Indian Rupee
36.09 — — — Financial Services
Bharti Airtel Ltd
1.80 Sep 30, 2019 19,800
INR Indian Rupee
41.61 — — — Communication Services
Larsen & Toubro Ltd
1.65 Sep 30, 2019 18,150
INR Indian Rupee
-6.27 — — — Industrials
Indraprastha Gas Ltd
1.57 Dec 31, 2024 17,270
INR Indian Rupee
-15.68 — — — Utilities
Mahanagar Gas Ltd
1.57 Dec 31, 2024 17,270
INR Indian Rupee
-4.67 — — — Utilities
Infosys Ltd
1.48 Dec 31, 2011 16,280
INR Indian Rupee
9.05 22.42 Narrow — Technology
Holdings as of Mar 31, 2025 | The top 37 largest holdings are available for display across Equity, Bond and Other.

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