Reliance Pension Pure Equity Fund 2

F00000H4WM
NAV / 1-Day Return
Total Assets
63.8 Mil
Inception Date
Jan 11, 2010
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Large-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

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
11.35
0.53
28.20
-5.42
4.07
22.65
27.51
5.42
30.03
13.45
0.10
Category
0.35
4.72
30.31
-2.08
8.36
16.57
24.86
5.40
22.42
11.40
N/A
Index
0.99
3.19
36.29
-2.11
9.69
19.99
32.84
2.47
26.07
15.94
N/A
Quartile Rank
Quartile Rank is first
Quartile Rank is fourth
Quartile Rank is third
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is first
Quartile Rank is first
Quartile Rank is second
Quartile Rank is first
Quartile Rank is first
—
Percentile Rank
2
97
62
84
87
3
15
38
6
24
—
# of Invest. in Cat.
168
166
164
163
159
83
102
99
95
103
—
Category Name
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap
IN001 India Insurance Large-Cap

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 96.14 0.00 96.14 96.00 100.00
Fixed Income 0.00 0.00 0.00 0.03 0.00
Preferred 0.00 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00 0.00
Cash 3.86 0.02 3.88 2.98 0.00
Other 0.00 0.00 0.00 1.53 0.00
Investment as of Mar 31, 2025 | Category: Large-Cap as of Mar 31, 2025 | Index: Morningstar India GR INR as of Apr 30, 2025 | Source: Holdings-based calculations.

Stock Style

People

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

Management Team

Jagdish Bhanushali
Feb 29, 2024 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
High
Return vs. Category
High

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
34 0
Bond Holding
0 0
Other Holding
2 1
Total Holding
36 1
Equity Holdings
34
Bond Holdings
0
Other Holdings
2
Total Holdings
36
% Assets in Top 10 Holdings
63
Reported Turnover %
—
As of —
Women Directors %
17
Women Executives %
6
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
Larsen & Toubro Ltd
9.40 Mar 31, 2020 5,997,200
INR Indian Rupee
-6.57 — — — Industrials
Bharti Airtel Ltd
9.23 Mar 31, 2020 5,888,740
INR Indian Rupee
42.34 — — — Communication Services
Reliance Industries Ltd
9.22 Mar 31, 2020 5,882,360
INR Indian Rupee
-2.85 — — — Energy
Mahindra & Mahindra Ltd
7.59 May 31, 2020 4,842,420
INR Indian Rupee
34.47 24.45 — — Consumer Cyclical
Infosys Ltd
6.74 Sep 30, 2019 4,300,120
INR Indian Rupee
10.00 22.42 Narrow — Technology
Hindustan Unilever Ltd
4.70 Aug 31, 2013 2,998,600
INR Indian Rupee
6.77 — — — Consumer Defensive
NTPC Ltd
4.61 Mar 31, 2020 2,941,180
INR Indian Rupee
-3.33 — — — Utilities
Sun Pharmaceuticals Industries Ltd
4.27 Mar 31, 2020 2,724,260
INR Indian Rupee
21.14 — — — Healthcare
Maruti Udyog Ltd.
3.63 Mar 31, 2025 2,315,940
—
— — — — — — —
Power Grid Corp Of India Ltd
3.36 Mar 31, 2020 2,143,680
INR Indian Rupee
0.35 — — — Utilities
Holdings as of Mar 31, 2025 | The top 36 largest holdings are available for display across Equity, Bond and Other.

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