Should I invest in Reliance Diversified Power Sector Fund?

We don't give personal investment advice. Reliance Diversified Power Sector Fund-Dividend Plan-Dividend is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 56.4%. 5-year CAGR: 13.04%.

Reliance

Reliance Diversified Power Sector Fund-Dividend Plan-Dividend

Latest NAV

₹66.1325

As of

17 Jul 2026

4,994 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.20%	-0.07%	-0.13	81 / 122	Q3
1W	-0.18%	-0.15%	-0.03	61 / 122	Q2
2W	-0.49%	-0.13%	-0.35	72 / 122	Q3
1M	-1.28%	+1.33%	-2.61	112 / 122	Q4
3M	+2.81%	+3.32%	-0.51	60 / 122	Q2
6M	+5.38%	+2.87%	+2.51	40 / 122	Q2
YTD	+1.44%	+1.43%	+0.01	52 / 122	Q2
1Y	+0.41%	+2.53%	-2.12	73 / 120	Q3
2Y	-7.95%	+1.69%	-9.63	107 / 116	Q4
3Y	+11.92%	+13.72%	-1.80	69 / 114	Q3
4Y	+17.10%	+15.46%	+1.64	47 / 106	Q2
5Y	+13.04%	+12.16%	+0.88	44 / 104	Q2
7Y	+13.59%	+15.00%	-1.41	59 / 99	Q3
10Y	+8.53%	+11.50%	-2.97	72 / 93	Q4
Inception	+4.81%	+11.17%	-6.36	107 / 122	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.44%	+1.37%	+0.07	50 / 118
2025	-9.92%	+3.20%	-13.12	112 / 115
2024	+16.18%	+19.60%	-3.43	72 / 113
2023	+45.11%	+31.56%	+13.56	13 / 108
2022	+5.74%	+2.19%	+3.55	48 / 104
2021	+47.25%	+32.41%	+14.84	20 / 102
2020	+0.49%	+18.32%	-17.83	87 / 100
2019	-12.26%	+5.50%	-17.76	96 / 97
2018	-29.08%	-10.07%	-19.02	91 / 94
2017	+45.64%	+30.10%	+15.54	9 / 93
2016	-10.80%	-0.25%	-10.55	85 / 93

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.36%

236 windows

min -52.5% · max 94.0%

55% positive

3-Year rolling

+5.19%

211 windows

min -26.0% · max 35.4%

64% positive

5-Year rolling

+2.95%

187 windows

min -12.2% · max 30.6%

56% positive

7-Year rolling

+1.71%

163 windows

min -6.9% · max 14.5%

55% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

21.74%

3-year · annualised

Sharpe ratio

0.33

vs risk-free 6.5%

Sortino ratio

0.47

Downside-only deviation

Max drawdown

-56.36%

Sep 2024 → Apr 2026

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹18.4020	17 Jul 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.0439	17 Jul 2026
Magnum Equity Fund -Dividend	SBI	₹75.2678	17 Jul 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.7400	17 Jul 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.5340	17 Jul 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.5442	17 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹68.7640	17 Jul 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.5500	17 Jul 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹397.9086	17 Jul 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹66.3400	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹66.1325
16 Jul 2026	₹66.2674
15 Jul 2026	₹66.1634
14 Jul 2026	₹65.8171
13 Jul 2026	₹66.2316
10 Jul 2026	₹66.2540
9 Jul 2026	₹65.3809
8 Jul 2026	₹64.7702
7 Jul 2026	₹65.9867
6 Jul 2026	₹66.7719

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Reliance Diversified Power Sector Fund-Dividend Plan-Dividend is ₹66.1325. It's a Sectoral/Thematic Fund from Reliance, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Reliance Diversified Power Sector Fund-Dividend Plan-Dividend has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Reliance Diversified Power Sector Fund-Dividend Plan-Dividend is managed by Reliance. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Reliance Diversified Power Sector Fund-Dividend Plan-Dividend has delivered a absolute return of 0.41% — -2.12 pp behind the Sectoral/Thematic Fund category average of 2.53%. The fund ranks #73 of 120 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Reliance Diversified Power Sector Fund-Dividend Plan-Dividend has delivered a CAGR of 11.92% — -1.8 pp behind the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #69 of 114 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Reliance Diversified Power Sector Fund-Dividend Plan-Dividend has delivered a CAGR of 13.04% — +0.88 pp ahead of the Sectoral/Thematic Fund category average of 12.16%. The fund ranks #44 of 104 in its category — the second (Q2) quartile.

₹1 lakh invested in Reliance Diversified Power Sector Fund-Dividend Plan-Dividend exactly 10 years ago would be worth approximately ₹226,758 today — a multiplier of 2.27×, based on the 10-year CAGR of 8.53%. The category average over the same window would have grown ₹1 lakh to ₹297,061.

A ₹10,000 monthly SIP in Reliance Diversified Power Sector Fund-Dividend Plan-Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹782,802 today. That's an XIRR (money-weighted annualised return) of 10.57%.

A ₹10,000 monthly SIP for 10 years in Reliance Diversified Power Sector Fund-Dividend Plan-Dividend = ₹1,200,000 invested. It would currently be worth ₹2,169,629 (multiplier 1.81×). XIRR: 11.39%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Reliance Diversified Power Sector Fund-Dividend Plan-Dividend ranks #44 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.16%; this fund delivered 13.04%.

The worst peak-to-trough decline Reliance Diversified Power Sector Fund-Dividend Plan-Dividend has experienced over the last 5-year window is 56.36% — its NAV fell from a high on 27 Sep 2024 to a low on 01 Apr 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Reliance Diversified Power Sector Fund-Dividend Plan-Dividend averaged 2.95% (best 30.56%, worst -12.23%). 56% of rolling windows ended positive. The 5-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, Reliance Diversified Power Sector Fund-Dividend Plan-Dividend returned -9.92% — lagging the Sectoral/Thematic Fund category average of 3.20% by 13.12 pp. It ranked #112 of 115 in its category that year.

Reliance Diversified Power Sector Fund-Dividend Plan-Dividend is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Reliance Diversified Power Sector Fund-Dividend Plan-Dividend is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 56.4%. 5-year CAGR: 13.04%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.