Reliance Life Equity Fund 2

F00000H4XP
NAV / 1-Day Return
Total Assets
3.0 Bil
Inception Date
Jun 11, 2008
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
3.51
1.51
30.81
-0.35
6.00
17.86
24.57
3.24
20.42
10.75
-2.43
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 second
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is fourth
Quartile Rank is second
—
Percentile Rank
22
90
42
41
82
31
48
93
80
47
—
# 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 92.38 0.00 92.38 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 1.38 0.10 1.48 2.98 0.00
Other 6.24 0.00 6.24 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 Mar 31, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Jun 11, 2008
Number of Managers
1
Longest Tenure
2.0 Years
Average Tenure
2.0 Years
Advisor(s)
Reliance Nippon Life Insurance Company Limited.

Management Team

Jagdish Bhanushali
May 31, 2023 –Present

Manager Timeline

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

Morningstar Risk & Return

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

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
74 0
Bond Holding
0 0
Other Holding
8 2
Total Holding
82 2
Equity Holdings
74
Bond Holdings
0
Other Holdings
8
Total Holdings
82
% Assets in Top 10 Holdings
46
Reported Turnover %
—
As of —
Women Directors %
18
Women Executives %
9
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
HDFC Bank Ltd
8.86 Apr 30, 2012 266,499,940
INR Indian Rupee
27.92 — — — Financial Services
Reliance Industries Ltd
6.57 Apr 30, 2012 197,619,030
INR Indian Rupee
-3.89 — — — Energy
ICICI Bank Ltd
6.40 Mar 31, 2023 192,505,600
INR Indian Rupee
24.91 17.42 — — Financial Services
Infosys Ltd
5.00 Apr 30, 2012 150,395,000
INR Indian Rupee
9.05 21.46 Narrow — Technology
Larsen & Toubro Ltd
3.98 Sep 30, 2019 119,714,420
INR Indian Rupee
-6.27 — — — Industrials
Bharti Airtel Ltd
3.81 Sep 30, 2019 114,600,990
INR Indian Rupee
41.61 — — — Communication Services
Tata Consultancy Services Ltd
3.51 Sep 30, 2019 105,577,290
INR Indian Rupee
-6.36 25.19 Wide — Technology
ITC Ltd
2.93 Jul 31, 2024 88,131,470
INR Indian Rupee
— — — — — — —
Kotak Mahindra Bank Ltd
2.63 Sep 30, 2024 79,107,770
INR Indian Rupee
36.09 — — — Financial Services
Axis Bank Ltd
2.41 Dec 31, 2018 72,490,390
INR Indian Rupee
1.61 — — — Financial Services
Holdings as of Mar 31, 2025 | The top 82 largest holdings are available for display across Equity, Bond and Other.

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