Reliance Group Equity Fund 4

F00000YGBO
NAV / 1-Day Return
29.37 / -0.36%
Total Assets
488.6 Mil
Inception Date
Dec 30, 2014
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Group Equity
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
1.74
1.00
31.33
0.72
6.52
16.43
28.90
4.13
22.84
11.89
-5.71
Category
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Index
0.45
5.15
37.60
-1.81
8.98
18.41
31.63
4.77
26.55
15.81
N/A
Quartile Rank
Quartile Rank is second
Quartile Rank is fourth
Quartile Rank is second
Quartile Rank is second
—
—
—
—
—
—
—
Percentile Rank
31
94
37
28
—
—
—
—
—
—
—
# of Invest. in Cat.
—
—
—
—
—
—
—
—
—
—
—
Category Name
—
—
—
—
—
—
—
—
—
—
—

Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 89.46 0.00 89.46 94.17 100.00
Fixed Income 0.00 0.00 0.00 0.00 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 4.65 0.04 4.69 3.24 0.00
Other 5.89 0.00 5.89 2.66 0.00
Investment as of Feb 28, 2025 | Category: Group Equity as of Feb 28, 2025 | Index: BSE 500 India TR INR as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Dec 30, 2014
Number of Managers
1
Longest Tenure
1.4 Years
Average Tenure
1.4 Years
Advisor(s)
Reliance Nippon Life Insurance Company Limited.

Management Team

Jagdish Bhanushali
Oct 31, 2023 –Present

Manager Timeline

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

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
73 0
Bond Holding
0 0
Other Holding
9 1
Total Holding
82 1
Equity Holdings
73
Bond Holdings
0
Other Holdings
9
Total Holdings
82
% Assets in Top 10 Holdings
48
Reported Turnover %
—
As of —
Women Directors %
19
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
9.91 Dec 31, 2016 44,862,570
INR Indian Rupee
27.61 — — — Financial Services
ICICI Bank Ltd
7.36 Mar 31, 2023 33,318,720
INR Indian Rupee
24.24 18.80 — — Financial Services
Reliance Industries Ltd
7.10 Dec 31, 2016 32,141,700
INR Indian Rupee
-13.85 — — — Energy
Infosys Ltd
5.81 Dec 31, 2016 26,301,870
INR Indian Rupee
8.12 21.14 Narrow — Technology
Bharti Airtel Ltd
4.08 Sep 30, 2019 18,470,160
INR Indian Rupee
41.74 — — — Communication Services
Tata Consultancy Services Ltd
3.29 Sep 30, 2019 14,893,830
INR Indian Rupee
-3.77 22.47 Wide — Technology
ITC Ltd
2.86 Jul 31, 2024 12,947,220
INR Indian Rupee
— — — — — — —
Kotak Mahindra Bank Ltd
2.76 Sep 30, 2024 12,494,520
INR Indian Rupee
21.71 — — — Financial Services
Larsen & Toubro Ltd
2.53 Sep 30, 2019 11,453,310
INR Indian Rupee
-6.47 — — — Industrials
Bajaj Finance Ltd
2.46 Oct 31, 2020 11,136,420
INR Indian Rupee
24.09 — — — Financial Services
Holdings as of Feb 28, 2025 | The top 82 largest holdings are available for display across Equity, Bond and Other.

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