Should I invest in Reliance Equity Opportunities Fund?

We don't give personal investment advice. Reliance Equity Opportunities Fund-Growth Plan-Bonus Option 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: 18.9%. 5-year CAGR: 19.12%.

Reliance

Reliance Equity Opportunities Fund-Growth Plan-Bonus Option

Latest NAV

₹292.2939

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	+0.17%	+0.10%	+0.07	6 / 15	Q2
1W	-1.82%	-1.85%	+0.03	8 / 15	Q3
2W	-0.56%	-0.03%	-0.53	11 / 15	Q3
1M	-1.87%	-0.39%	-1.48	13 / 15	Q4
3M	+0.23%	+2.69%	-2.46	10 / 15	Q3
6M	-3.24%	-3.88%	+0.65	5 / 15	Q2
YTD	-2.71%	-2.86%	+0.14	6 / 15	Q2
1Y	-0.90%	-2.15%	+1.25	6 / 15	Q2
2Y	+2.88%	-0.24%	+3.12	3 / 15	Q1
3Y	+17.41%	+12.83%	+4.58	2 / 14	Q1
4Y	+19.39%	+13.43%	+5.97	1 / 14	Q1
5Y	+19.12%	+12.72%	+6.40	1 / 11	Q1
7Y	+16.26%	+13.91%	+2.35	3 / 11	Q2
10Y	+15.60%	+12.29%	+3.31	2 / 11	Q1
Inception	+14.54%	+9.46%	+5.08	2 / 15	Q1

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	-2.71%	-2.86%	+0.14	6 / 15
2025	+3.58%	-2.20%	+5.79	4 / 15
2024	+25.40%	+20.09%	+5.31	4 / 14
2023	+37.80%	+29.56%	+8.24	2 / 14
2022	+14.12%	+2.92%	+11.21	1 / 14
2021	+47.56%	+43.14%	+4.42	3 / 11
2020	+0.02%	+14.21%	-14.19	9 / 11
2019	+2.05%	+2.05%	0.00	7 / 11
2018	-1.87%	-8.46%	+6.58	3 / 11
2017	+40.12%	+32.89%	+7.23	3 / 11
2016	-7.24%	-3.19%	-4.05	8 / 11

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

+19.41%

234 windows

min -58.6% · max 131.4%

77% positive

3-Year rolling

+16.57%

210 windows

min -9.3% · max 42.3%

94% positive

5-Year rolling

+15.95%

185 windows

min -4.5% · max 33.3%

97% positive

7-Year rolling

+15.02%

161 windows

min 5.8% · max 28.4%

100% 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

14.31%

3-year · annualised

Sharpe ratio

0.75

vs risk-free 6.5%

Sortino ratio

1.23

Downside-only deviation

Max drawdown

-18.86%

Sep 2024 → Mar 2025

% positive months

72.2%

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 Multi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Multi Cap Fund - Growth Option	HDFC	₹17.8640	3 Jun 2026
ICICI Prudential Power Plan - Dividend	ICICI Prudential	₹33.4000	3 Jun 2026
Franklin India Multi Cap Fund - Growth	Franklin India	₹10.1647	3 Jun 2026
BARODA PIONEER GROWTH FUND-Dividend Plan	Baroda Pioneer	₹50.2169	3 Jun 2026
Escorts Growth Plan-DIVIDEND OPTION	Escorts	₹72.7393	3 Jun 2026
Reliance Equity Opportunities Fund-Dividend Plan-Dividend Option	Reliance	₹57.5793	3 Jun 2026
Religare MID N SMALL CAP Fund - Dividend Option	Religare	₹109.4600	3 Jun 2026
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)	Sundaram	₹59.3311	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹292.2939
2 Jun 2026	₹292.7081
1 Jun 2026	₹292.2053
29 May 2026	₹296.5834
27 May 2026	₹299.8264
26 May 2026	₹298.1355
25 May 2026	₹298.9295
22 May 2026	₹296.5966
21 May 2026	₹296.0224
20 May 2026	₹295.0914

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 Equity Opportunities Fund-Growth Plan-Bonus Option is ₹292.2939. It's a Multi Cap Fund from Reliance, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Reliance Equity Opportunities Fund-Growth Plan-Bonus Option 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 Equity Opportunities Fund-Growth Plan-Bonus Option is managed by Reliance. It's classified by AMFI under the 'Multi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Reliance Equity Opportunities Fund-Growth Plan-Bonus Option has delivered a absolute return of -0.90% — +1.25 pp ahead of the Multi Cap Fund category average of -2.15%. The fund ranks #6 of 15 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Reliance Equity Opportunities Fund-Growth Plan-Bonus Option has delivered a CAGR of 17.41% — +4.58 pp ahead of the Multi Cap Fund category average of 12.83%. The fund ranks #2 of 14 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Reliance Equity Opportunities Fund-Growth Plan-Bonus Option has delivered a CAGR of 19.12% — +6.4 pp ahead of the Multi Cap Fund category average of 12.72%. The fund ranks #1 of 11 in its category — the top (Q1) quartile.

₹1 lakh invested in Reliance Equity Opportunities Fund-Growth Plan-Bonus Option exactly 10 years ago would be worth approximately ₹426,007 today — a multiplier of 4.26×, based on the 10-year CAGR of 15.60%. The category average over the same window would have grown ₹1 lakh to ₹318,616.

A ₹10,000 monthly SIP in Reliance Equity Opportunities Fund-Growth Plan-Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹873,216 today. That's an XIRR (money-weighted annualised return) of 14.99%.

A ₹10,000 monthly SIP for 10 years in Reliance Equity Opportunities Fund-Growth Plan-Bonus Option = ₹1,200,000 invested. It would currently be worth ₹2,903,954 (multiplier 2.42×). XIRR: 16.83%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Reliance Equity Opportunities Fund-Growth Plan-Bonus Option ranks #1 out of 11 funds in the Multi Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 12.72%; this fund delivered 19.12%.

The worst peak-to-trough decline Reliance Equity Opportunities Fund-Growth Plan-Bonus Option has experienced over the last 5-year window is 18.86% — its NAV fell from a high on 26 Sep 2024 to a low on 03 Mar 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 Equity Opportunities Fund-Growth Plan-Bonus Option averaged 15.95% (best 33.30%, worst -4.53%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.82 — reasonable risk-adjusted performance.

In calendar year 2025, Reliance Equity Opportunities Fund-Growth Plan-Bonus Option returned 3.58% — beating the Multi Cap Fund category average of -2.20% by 5.79 pp. It ranked #4 of 15 in its category that year.

Reliance Equity Opportunities Fund-Growth Plan-Bonus Option 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 Equity Opportunities Fund-Growth Plan-Bonus Option 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: 18.9%. 5-year CAGR: 19.12%.

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