Reliance Life Growth Plus Fund 1

F00000H50U
NAV / 1-Day Return
48.15 / 0.02%
Total Assets
50.3 Mil
Inception Date
Mar 01, 2007
Expense Ratio
—
Fee Level
—
Load
None
Category
India Insurance Balanced 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
3.90
8.56
15.22
1.38
9.47
14.53
12.77
3.22
13.23
7.61
1.05
Category
2.48
8.84
15.57
1.69
8.36
12.73
13.97
2.70
14.36
10.10
N/A
Index
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Quartile Rank
Quartile Rank is second
Quartile Rank is third
Quartile Rank is third
Quartile Rank is third
Quartile Rank is second
Quartile Rank is second
Quartile Rank is third
Quartile Rank is second
Quartile Rank is third
Quartile Rank is fourth
—
Percentile Rank
31
61
58
64
36
34
68
28
62
93
—
# of Invest. in Cat.
91
95
95
93
75
90
91
89
87
89
—
Category Name
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation
IN012 India Insurance Balanced Allocation

Asset Allocation

Asset Class Investment Category Index
Equity 42.23 48.30 –
Fixed Income 53.08 48.08 –
Preferred 0.00 0.00 –
Convertible 0.00 0.00 –
Cash 4.69 2.38 –
Other 0.00 1.37 –
Investment as of Feb 28, 2025 | Category: Balanced Allocation as of Feb 28, 2025 | Source: Holdings-based calculations.

Stock Style

People

Inception Date
Mar 01, 2007
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
Below Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
37 0
Bond Holding
12 0
Other Holding
3 0
Total Holding
52 0
Equity Holdings
37
Bond Holdings
12
Other Holdings
3
Total Holdings
52
% Assets in Top 10 Holdings
58
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
HDFC Bank Ltd
5.13 Jan 31, 2012 2,518,830
INR Indian Rupee
27.61 — — — Financial Services
Reliance Industries Ltd
4.76 Jan 31, 2012 2,337,160
INR Indian Rupee
-13.85 — — — Energy
ICICI Bank Ltd
4.56 Mar 31, 2023 2,238,960
INR Indian Rupee
24.24 18.80 — — Financial Services
Infosys Ltd
2.34 Jan 31, 2012 1,148,940
INR Indian Rupee
8.12 21.14 Narrow — Technology
Larsen & Toubro Ltd
1.89 Sep 30, 2019 927,990
INR Indian Rupee
-6.47 — — — Industrials
ITC Ltd
1.81 Jul 31, 2024 888,710
INR Indian Rupee
— — — — — — —
State Bank of India
1.52 Jun 30, 2019 746,320
INR Indian Rupee
4.37 9.40 — — Financial Services
Bharti Airtel Ltd
1.49 Sep 30, 2019 731,590
INR Indian Rupee
41.74 — — — Communication Services
Tata Consultancy Services Ltd
1.25 Sep 30, 2019 613,750
INR Indian Rupee
-3.77 22.47 Wide — Technology
NTPC Ltd
1.24 Sep 30, 2019 608,840
INR Indian Rupee
8.92 — — — Utilities
Holdings as of Feb 28, 2025 | The top 52 largest holdings are available for display across Equity, Bond and Other.

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ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

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