Reliance Group Equity Fund 2

NAV / 1-Day Return

30.45 / 0.17%

Total Assets

—

Inception Date

Dec 16, 2008

Expense Ratio

—

Fee Level

—

Load

None

Growth of 10,000

Index

30,850

Investment

29,971

Returns

Growth of 10K component includes four parts: Growth of 10K chart, Manager Change, Fund Flows, and Annual Return table.
	2006	2007	2008	2009	2010	2011	2012	2013	2014	2015	YTD
Investment	N/A	N/A	N/A	76.98	18.67	-23.63	30.30	5.50	38.61	3.16	-4.26
Category	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Index	N/A	64.88	-57.59	92.70	17.89	-26.42	33.41	4.93	38.93	0.45	N/A
Quartile Rank	—	—	—	Quartile Rank is first	Quartile Rank is second	Quartile Rank is third	Quartile Rank is first	Quartile Rank is third	Quartile Rank is second	Quartile Rank is second	—
Percentile Rank	—	—	—	24	36	59	21	68	41	26	—
# of Invest. in Cat.	—	—	—	—	—	—	—	—	—	—	—
Category Name	—	—	—	—	—	—	—	—	—	—	—

Asset Class	Net	Short	Long	Cat.	Index
Equity	97.48	0.00	97.48	94.07	–
Fixed Income	0.00	0.00	0.00	0.00	–
Preferred	0.00	0.00	0.00	0.00	–
Convertible	0.00	0.00	0.00	0.00	–
Cash	2.52	0.01	2.53	2.13	–
Other	0.00	0.00	0.00	3.88	–

Stock Style

People

Inception Date

Dec 16, 2008

Number of Managers

—

Longest Tenure

–

Average Tenure

–

Advisor(s)

Reliance Nippon Life Insurance Company Limited.

Management Team

There is no data available for this component.

Manager Timeline

There is no data available for this component.

Morningstar Risk & Return

Risk vs. Category

Return vs. Category

Holdings

Portfolio Holdings	# Long	# Short
Equity Holding	31	0
Bond Holding	0	0
Other Holding	1	1
Total Holding	32	1

Equity Holdings

Bond Holdings

Other Holdings

Total Holdings

—

As of —

Women Directors %

—

Women Executives %

—

Holdings	% Portfolio Weight	First Bought	Market Value as of Dec 31, 2015	Cur Currency	Share Change %	1-Year Return	Forward P/E	Equity Star Rating	Economic Moat	ESG Risk Rating Assessment	Sector
Infosys Ltd	7.68	Mar 31, 2012	—	INR Indian Rupee	— % Decrease	-0.90	23.75		Narrow	—	Technology
Divi's Laboratories Ltd	6.96	Mar 31, 2012	—	INR Indian Rupee	— % Decrease	49.81	—		—	—	Healthcare
HDFC Bank Ltd	6.62	Mar 31, 2012	—	INR Indian Rupee	— % Increase	23.66	—		—	—	Financial Services
Larsen & Toubro Ltd	6.41	Mar 31, 2012	—	INR Indian Rupee	— % Increase	-1.28	—		—	—	Industrials
Reliance Industries Ltd	5.58	Mar 31, 2012	—	INR Indian Rupee	— % Decrease	-5.09	—		—	—	Energy
Icici Bank Ltd.	5.40	Dec 31, 2015	—	—	—	—	—	—	—	—	—
Yes Bk	4.69	Mar 31, 2014	—	INR Indian Rupee	—	—	—	—	—	—	—
Maruti Suzuki India Ltd	4.48	Mar 31, 2012	—	INR Indian Rupee	— % Decrease	-0.13	24.81		—	—	Consumer Cyclical
ITC Ltd	4.19	Mar 31, 2012	—	INR Indian Rupee	— % Decrease	2.50	—		—	—	Consumer Defensive
Tata Motors Ltd	4.04	Mar 31, 2012	—	INR Indian Rupee	— % Decrease	-32.62	—	Momentum	—	—	Consumer Cyclical

Holdings	% Portfolio Weight	Market Value	Cur Currency	Prospectus Net Expense Ratio	1-Year Return	Morningstar Rating	Medalist Rating	Total Assets	Morningstar Category
Total Money Market	2.53	—	—	—	—	—	—	—	—
Other Money Market Instrument	0.01	—	—	—	—	—	—	—	—

Holdings as of Dec 31, 2015 | The top 32 largest holdings are available for display across Equity, Bond and Other.

About Us

Connect With Us

© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.

Growth of 10,000

Returns

Asset Allocation

Stock Style

People

Management Team

Manager Timeline

Morningstar Risk & Return

Holdings

STOCKS

MUTUAL FUNDS

INSURANCE FUNDS