Reliance Health Super Growth Fund 1

F00000H4Z0
NAV / 1-Day Return
42.51 / -0.09%
Total Assets
11.2 Mil
Inception Date
Feb 27, 2008
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Aggressive Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
High/Extensive
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
1.86
6.05
23.69
-1.91
8.71
17.27
19.75
4.60
17.20
8.38
0.73
Category
1.46
7.20
21.56
0.28
8.36
14.78
20.19
3.67
18.98
11.25
N/A
Index
3.10
8.24
23.64
2.83
10.66
17.98
19.74
4.80
18.39
12.81
N/A
Quartile Rank
Quartile Rank is second
Quartile Rank is third
Quartile Rank is second
Quartile Rank is third
Quartile Rank is third
Quartile Rank is second
Quartile Rank is third
Quartile Rank is first
Quartile Rank is third
Quartile Rank is fourth
—
Percentile Rank
31
73
33
74
57
32
58
22
71
88
—
# of Invest. in Cat.
66
65
66
65
63
51
51
51
45
55
—
Category Name
IN001 India Insurance Large-Cap
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation
IN043 India Insurance Aggressive Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 71.31 72.02 0.00
Fixed Income 24.95 22.89 98.62
Preferred 0.00 0.00 0.00
Convertible 0.00 0.17 0.00
Cash 3.74 4.96 1.38
Other 0.00 0.40 0.00
Investment as of Feb 28, 2025 | Category: Aggressive Allocation as of Feb 28, 2025 | Index: CRISIL Hybrid 35+65 - Agg TR INR as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Feb 27, 2008
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
Average
Return vs. Category
Average

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
38 0
Bond Holding
7 0
Other Holding
3 0
Total Holding
48 0
Equity Holdings
38
Bond Holdings
7
Other Holdings
3
Total Holdings
48
% Assets in Top 10 Holdings
52
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
Reliance Industries Ltd
8.93 Mar 31, 2012 830,490
INR Indian Rupee
-13.85 — — — Energy
HDFC Bank Ltd
7.43 Mar 31, 2012 690,990
INR Indian Rupee
27.61 — — — Financial Services
ICICI Bank Ltd
6.26 Mar 31, 2023 582,180
INR Indian Rupee
24.24 18.80 — — Financial Services
Larsen & Toubro Ltd
4.07 Sep 30, 2019 378,510
INR Indian Rupee
-6.47 — — — Industrials
Infosys Ltd
3.49 Mar 31, 2012 324,570
INR Indian Rupee
8.12 21.14 Narrow — Technology
ITC Ltd
3.17 Jul 31, 2024 294,810
INR Indian Rupee
— — — — — — —
Bharti Airtel Ltd
2.44 Sep 30, 2019 226,920
INR Indian Rupee
41.74 — — — Communication Services
Tata Consultancy Services Ltd
2.32 Sep 30, 2019 215,760
INR Indian Rupee
-3.77 22.47 Wide — Technology
Maruti Udyog Ltd.
2.05 Feb 28, 2025 190,650
—
— — — — — — —
State Bank of India
2.05 Jun 30, 2019 190,650
INR Indian Rupee
4.37 9.40 — — Financial Services
Holdings as of Feb 28, 2025 | The top 48 largest holdings are available for display across Equity, Bond and Other.

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