Reliance Life Growth Fund 2

F00000H4X9
NAV / 1-Day Return
36.97 / 0.03%
Total Assets
89.0 Mil
Inception Date
Nov 29, 2007
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

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
4.75
9.59
12.76
2.60
9.43
13.66
10.52
3.01
11.99
8.04
1.22
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 first
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is second
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is fourth
—
Percentile Rank
15
36
77
39
37
50
84
41
81
82
—
# 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 34.10 0.00 34.10 48.30 –
Fixed Income 62.25 0.00 62.25 48.08 –
Preferred 0.00 0.00 0.00 0.00 –
Convertible 0.00 0.00 0.00 0.00 –
Cash 3.65 0.01 3.66 2.38 –
Other 0.00 0.00 0.00 1.37 –
Investment as of Feb 28, 2025 | Category: Balanced Allocation as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Nov 29, 2007
Number of Managers
2
Longest Tenure
3.5 Years
Average Tenure
2.0 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
37 0
Bond Holding
12 0
Other Holding
2 1
Total Holding
51 1
Equity Holdings
37
Bond Holdings
12
Other Holdings
2
Total Holdings
51
% Assets in Top 10 Holdings
61
Reported Turnover %
—
As of —
Women Directors %
18
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Feb 28, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
HDFC Bank Ltd
4.13 Dec 31, 2011 3,539,410
INR Indian Rupee
27.61 — — — Financial Services
Reliance Industries Ltd
3.83 Dec 31, 2011 3,282,310
INR Indian Rupee
-13.85 — — — Energy
ICICI Bank Ltd
3.40 Mar 31, 2023 2,913,800
INR Indian Rupee
24.24 18.80 — — Financial Services
Infosys Ltd
1.91 Dec 31, 2011 1,636,870
INR Indian Rupee
8.12 21.14 Narrow — Technology
Larsen & Toubro Ltd
1.84 Sep 30, 2019 1,576,880
INR Indian Rupee
-6.47 — — — Industrials
ITC Ltd
1.54 Jul 31, 2024 1,319,780
INR Indian Rupee
— — — — — — —
State Bank of India
1.28 Jun 30, 2019 1,096,960
INR Indian Rupee
4.37 9.40 — — Financial Services
Bharti Airtel Ltd
1.22 Sep 30, 2019 1,045,540
INR Indian Rupee
41.74 — — — Communication Services
NTPC Ltd
1.04 Sep 30, 2019 891,280
INR Indian Rupee
8.92 — — — Utilities
Tata Consultancy Services Ltd
0.99 Sep 30, 2019 848,430
INR Indian Rupee
-3.77 22.47 Wide — Technology
Holdings as of Feb 28, 2025 | The top 51 largest holdings are available for display across Equity, Bond and Other.

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