Should I invest in Reliance Diversified Power Sector Fund?

We don't give personal investment advice. Reliance Diversified Power Sector Fund-Growth-Growth 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: 25.8%. 5-year CAGR: 23.23%.

Reliance

Reliance Diversified Power Sector Fund-Growth-Growth

Latest NAV

₹377.0066

As of

3 Jun 2026

4,963 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	+0.30%	+0.28%	+0.02	55 / 122	Q2
1W	-1.30%	-1.28%	-0.02	51 / 122	Q2
2W	+1.15%	+0.09%	+1.06	35 / 122	Q2
1M	-1.43%	-0.62%	-0.81	74 / 122	Q3
3M	+9.07%	+1.50%	+7.57	17 / 122	Q1
6M	+8.53%	-2.06%	+10.59	15 / 122	Q1
YTD	+8.53%	-1.85%	+10.38	10 / 122	Q1
1Y	+9.95%	+2.44%	+7.51	20 / 119	Q1
2Y	+2.53%	+3.47%	-0.94	52 / 116	Q2
3Y	+25.23%	+14.90%	+10.33	8 / 112	Q1
4Y	+26.88%	+14.65%	+12.22	2 / 105	Q1
5Y	+23.23%	+12.36%	+10.86	3 / 104	Q1
7Y	+20.23%	+13.76%	+6.47	14 / 99	Q1
10Y	+18.10%	+11.67%	+6.43	6 / 93	Q1
Inception	+13.23%	+10.81%	+2.42	37 / 122	Q2

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	+8.53%	-2.01%	+10.55	10 / 118
2025	-0.95%	+3.20%	-4.14	69 / 115
2024	+26.44%	+19.60%	+6.83	25 / 113
2023	+57.28%	+31.56%	+25.73	2 / 108
2022	+10.91%	+2.19%	+8.73	26 / 104
2021	+47.25%	+32.41%	+14.84	19 / 102
2020	+10.59%	+18.32%	-7.73	63 / 100
2019	-3.03%	+5.50%	-8.53	83 / 97
2018	-21.29%	-10.07%	-11.22	81 / 94
2017	+61.22%	+30.10%	+31.12	2 / 93
2016	-0.71%	-0.25%	-0.46	42 / 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

+19.22%

234 windows

min -52.5% · max 136.1%

64% positive

3-Year rolling

+13.10%

210 windows

min -22.1% · max 40.1%

82% positive

5-Year rolling

+10.81%

185 windows

min -8.0% · max 35.4%

83% positive

7-Year rolling

+9.77%

161 windows

min -1.7% · max 21.9%

97% 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

19.40%

3-year · annualised

Sharpe ratio

0.93

vs risk-free 6.5%

Sortino ratio

1.67

Downside-only deviation

Max drawdown

-25.83%

Sep 2024 → Feb 2025

% positive months

69.4%

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	₹16.8310	3 Jun 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.7005	3 Jun 2026
Magnum Equity Fund -Dividend	SBI	₹71.4772	3 Jun 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.5700	3 Jun 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹21.5824	3 Jun 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.2801	3 Jun 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹67.0980	3 Jun 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.3200	3 Jun 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹382.6597	3 Jun 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹62.7500	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹377.0066
2 Jun 2026	₹377.6633
1 Jun 2026	₹376.5244
29 May 2026	₹383.4403
27 May 2026	₹387.3699
26 May 2026	₹382.6260
25 May 2026	₹382.8198
22 May 2026	₹379.6929
21 May 2026	₹378.7609
20 May 2026	₹376.0070

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 03 Jun 2026, the NAV of Reliance Diversified Power Sector Fund-Growth-Growth is ₹377.0066. 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-Growth-Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 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-Growth-Growth 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-Growth-Growth has delivered a absolute return of 9.95% — +7.51 pp ahead of the Sectoral/Thematic Fund category average of 2.44%. The fund ranks #20 of 119 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Reliance Diversified Power Sector Fund-Growth-Growth has delivered a CAGR of 25.23% — +10.33 pp ahead of the Sectoral/Thematic Fund category average of 14.90%. The fund ranks #8 of 112 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Reliance Diversified Power Sector Fund-Growth-Growth has delivered a CAGR of 23.23% — +10.86 pp ahead of the Sectoral/Thematic Fund category average of 12.36%. The fund ranks #3 of 104 in its category — the top (Q1) quartile.

₹1 lakh invested in Reliance Diversified Power Sector Fund-Growth-Growth exactly 10 years ago would be worth approximately ₹527,747 today — a multiplier of 5.28×, based on the 10-year CAGR of 18.10%. The category average over the same window would have grown ₹1 lakh to ₹301,430.

A ₹10,000 monthly SIP in Reliance Diversified Power Sector Fund-Growth-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹1,022,246 today. That's an XIRR (money-weighted annualised return) of 21.44%.

A ₹10,000 monthly SIP for 10 years in Reliance Diversified Power Sector Fund-Growth-Growth = ₹1,200,000 invested. It would currently be worth ₹3,427,499 (multiplier 2.86×). XIRR: 19.90%. 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-Growth-Growth ranks #3 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 12.36%; this fund delivered 23.23%.

The worst peak-to-trough decline Reliance Diversified Power Sector Fund-Growth-Growth has experienced over the last 5-year window is 25.83% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. 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-Growth-Growth averaged 10.81% (best 35.44%, worst -8.01%). 83% of rolling windows ended positive. The 5-year Sharpe ratio is 0.90 — reasonable risk-adjusted performance.

In calendar year 2025, Reliance Diversified Power Sector Fund-Growth-Growth returned -0.95% — lagging the Sectoral/Thematic Fund category average of 3.20% by 4.14 pp. It ranked #69 of 115 in its category that year.

Reliance Diversified Power Sector Fund-Growth-Growth 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-Growth-Growth 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: 25.8%. 5-year CAGR: 23.23%.

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