Reliance Life Growth Fund 2

F00000H4X9
NAV / 1-Day Return
38.28 / 0.19%
Total Assets
86.8 Mil
Inception Date
Nov 29, 2007
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

Asset Allocation

Asset Class Investment Category Index
Equity 36.71 48.39 –
Fixed Income 60.12 47.94 –
Preferred 0.00 0.00 –
Convertible 0.00 0.00 –
Cash 3.17 2.37 –
Other 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
Nov 29, 2007
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
38 0
Bond Holding
9 0
Other Holding
3 0
Total Holding
50 0
Equity Holdings
38
Bond Holdings
9
Other Holdings
3
Total Holdings
50
% Assets in Top 10 Holdings
66
Reported Turnover %
—
As of —
Women Directors %
18
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
4.53 Dec 31, 2011 3,932,040
INR Indian Rupee
25.63 — — — Financial Services
Reliance Industries Ltd
4.42 Dec 31, 2011 3,836,560
INR Indian Rupee
1.88 — — — Energy
ICICI Bank Ltd
3.15 Mar 31, 2023 2,734,200
INR Indian Rupee
32.12 20.45 — — Financial Services
Larsen & Toubro Ltd
1.92 Sep 30, 2019 1,666,560
INR Indian Rupee
8.67 — — — Industrials
Infosys Ltd
1.68 Dec 31, 2011 1,458,240
INR Indian Rupee
11.69 23.04 Narrow — Technology
ITC Ltd
1.64 Jul 31, 2024 1,423,520
INR Indian Rupee
— — — — — — —
State Bank of India
1.45 Jun 30, 2019 1,258,600
INR Indian Rupee
4.07 — — — Financial Services
Bharti Airtel Ltd
1.42 Sep 30, 2019 1,232,560
INR Indian Rupee
40.35 — — — Communication Services
NTPC Ltd
1.17 Sep 30, 2019 1,015,560
INR Indian Rupee
-1.19 — — — Utilities
Mahindra & Mahindra Ltd
1.03 Jun 30, 2018 894,040
INR Indian Rupee
11.74 25.38 — — Consumer Cyclical
Holdings as of Apr 30, 2025 | The top 50 largest holdings are available for display across Equity, Bond and Other.

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ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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