Reliance Life Midcap Fund 2

F00000H4WJ
NAV / 1-Day Return
Total Assets
1.8 Bil
Inception Date
Jan 11, 2010
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Mid-Cap
Investment Style
Large Growth
Minimum Initial Investment
—
Status
Open
TTM Yield
0.00%
Turnover
—

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
Manager Change : Full Partial

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
5.75
13.23
38.46
-10.16
-3.74
20.64
48.69
1.94
44.56
25.48
-0.97
Category
7.30
9.59
42.42
-10.54
-3.46
18.64
41.42
3.61
39.61
25.11
N/A
Index
0.99
3.19
36.29
-2.11
9.69
19.99
32.84
2.47
26.07
15.94
5.66
Quartile Rank
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is second
Quartile Rank is second
Quartile Rank is first
Quartile Rank is third
Quartile Rank is first
Quartile Rank is second
—
Percentile Rank
87
7
80
34
29
29
12
59
17
31
—
# of Invest. in Cat.
17
16
16
16
15
15
19
18
19
24
—
Category Name
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap
IN002 India Insurance Mid-Cap

Asset Allocation

Asset Class Investment Category Index
Equity 97.92 93.53 –
Fixed Income 0.00 0.08 –
Preferred 0.00 0.00 –
Convertible 0.00 0.00 –
Cash 2.08 7.04 –
Other 0.00 0.02 –
Investment as of May 31, 2025 | Category: Mid-Cap as of May 31, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Jan 11, 2010
Number of Managers
1
Longest Tenure
0.8 Years
Average Tenure
0.8 Years
Advisor(s)
Reliance Nippon Life Insurance Company Limited.

Management Team

Jagdish Bhanushali
Oct 31, 2024 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Above Avg.
Return vs. Category
Above Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
72 0
Bond Holding
0 0
Other Holding
2 0
Total Holding
74 0
Equity Holdings
72
Bond Holdings
0
Other Holdings
2
Total Holdings
74
% Assets in Top 10 Holdings
30
Reported Turnover %
—
As of —
Women Directors %
18
Women Executives %
6
Holdings
% Portfolio Weight
First Bought
Market Value as of May 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
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Holdings as of May 31, 2025 | The top 74 largest holdings are available for display across Equity, Bond and Other.

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