Should I invest in Reliance Growth Fund?

We don't give personal investment advice. Reliance Growth Fund-Dividend Plan-(D) 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: 51.3%. 5-year CAGR: 11.58%.

Reliance

Reliance Growth Fund-Dividend Plan-(D)

Latest NAV

₹116.1031

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%	+0.13%	+0.04	17 / 27	Q3
1W	-2.31%	-1.88%	-0.42	21 / 27	Q4
2W	-0.85%	-0.32%	-0.53	23 / 27	Q4
1M	-0.36%	-0.15%	-0.21	15 / 27	Q3
3M	-5.65%	+2.51%	-8.15	27 / 27	Q4
6M	-6.01%	-1.69%	-4.31	25 / 27	Q4
YTD	-5.87%	-1.73%	-4.14	24 / 27	Q4
1Y	-1.45%	+1.79%	-3.24	19 / 27	Q3
2Y	+0.18%	+2.97%	-2.79	20 / 27	Q3
3Y	+12.91%	+16.50%	-3.59	22 / 27	Q4
4Y	+13.00%	+16.60%	-3.60	23 / 27	Q4
5Y	+11.58%	+14.55%	-2.97	20 / 27	Q3
7Y	+9.96%	+15.90%	-5.94	23 / 27	Q4
10Y	+7.08%	+13.20%	-6.12	23 / 27	Q4
Inception	+4.02%	+10.91%	-6.89	25 / 27	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	-5.87%	-1.73%	-4.14	24 / 27
2025	-4.68%	+0.65%	-5.34	24 / 27
2024	+15.15%	+23.63%	-8.48	24 / 27
2023	+38.49%	+35.07%	+3.42	8 / 27
2022	-0.48%	+2.50%	-2.98	20 / 27
2021	+35.18%	+38.76%	-3.59	18 / 27
2020	-1.79%	+20.23%	-22.02	27 / 27
2019	-3.89%	-0.75%	-3.14	22 / 27
2018	-22.38%	-14.09%	-8.29	26 / 27
2017	+28.84%	+36.02%	-7.17	24 / 27
2016	-6.74%	+0.99%	-7.72	25 / 27

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

+7.96%

234 windows

min -60.3% · max 89.9%

56% positive

3-Year rolling

+5.26%

210 windows

min -19.5% · max 28.8%

66% positive

5-Year rolling

+4.52%

185 windows

min -12.7% · max 24.0%

74% positive

7-Year rolling

+3.79%

161 windows

min -3.9% · max 11.7%

88% 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

18.92%

3-year · annualised

Sharpe ratio

0.40

vs risk-free 6.5%

Sortino ratio

0.56

Downside-only deviation

Max drawdown

-51.29%

Sep 2024 → Apr 2026

% 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 Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC MID-CAP OPPORTUNITIES FUND - Dividend Option	HDFC	₹49.6400	3 Jun 2026
SBI Magnum MIDCAP FUND - DIVIDEND	SBI	₹94.6375	3 Jun 2026
ICICI Prudential Emerging Star Fund-Dividend	ICICI Prudential	₹43.0300	3 Jun 2026
Franklin India Prima Fund-Dividend	Franklin Templeton	₹90.0108	3 Jun 2026
Kotak Emerging Equity Scheme - Dividend	Kotak Mahindra	₹75.8150	3 Jun 2026
UTI Mid Cap Fund-Growth Option	UTI	₹295.9909	3 Jun 2026
Birla Sun Life MIDCAP Fund-Plan A (Dividend)	Birla Sun Life	₹55.7400	3 Jun 2026
Escorts Opportunities Fund-Dividend	Escorts	₹77.1449	3 Jun 2026
Reliance Growth Fund-Growth Plan-Bonus Option	Reliance	₹718.6907	3 Jun 2026
Religare Mid Cap Fund - Dividend Option	Religare	₹56.5400	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹116.1031
2 Jun 2026	₹116.2165
1 Jun 2026	₹116.0194
29 May 2026	₹117.9106
27 May 2026	₹119.4641
26 May 2026	₹118.9611
25 May 2026	₹118.9823
22 May 2026	₹118.1490
21 May 2026	₹117.9012
20 May 2026	₹117.6745

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 Growth Fund-Dividend Plan-(D) is ₹116.1031. It's a Mid Cap Fund from Reliance, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Reliance Growth Fund-Dividend Plan-(D) 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 Growth Fund-Dividend Plan-(D) is managed by Reliance. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Reliance Growth Fund-Dividend Plan-(D) has delivered a absolute return of -1.45% — -3.24 pp behind the Mid Cap Fund category average of 1.79%. The fund ranks #19 of 27 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Reliance Growth Fund-Dividend Plan-(D) has delivered a CAGR of 12.91% — -3.59 pp behind the Mid Cap Fund category average of 16.50%. The fund ranks #22 of 27 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Reliance Growth Fund-Dividend Plan-(D) has delivered a CAGR of 11.58% — -2.97 pp behind the Mid Cap Fund category average of 14.55%. The fund ranks #20 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in Reliance Growth Fund-Dividend Plan-(D) exactly 10 years ago would be worth approximately ₹198,280 today — a multiplier of 1.98×, based on the 10-year CAGR of 7.08%. The category average over the same window would have grown ₹1 lakh to ₹345,601.

A ₹10,000 monthly SIP in Reliance Growth Fund-Dividend Plan-(D) over the last 5 years — total invested ₹600,000 — would be worth ₹738,698 today. That's an XIRR (money-weighted annualised return) of 8.24%.

A ₹10,000 monthly SIP for 10 years in Reliance Growth Fund-Dividend Plan-(D) = ₹1,200,000 invested. It would currently be worth ₹1,908,342 (multiplier 1.59×). XIRR: 8.97%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Reliance Growth Fund-Dividend Plan-(D) ranks #20 out of 27 funds in the Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 14.55%; this fund delivered 11.58%.

The worst peak-to-trough decline Reliance Growth Fund-Dividend Plan-(D) has experienced over the last 5-year window is 51.29% — its NAV fell from a high on 24 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 Growth Fund-Dividend Plan-(D) averaged 4.52% (best 24.03%, worst -12.66%). 74% of rolling windows ended positive. The 5-year Sharpe ratio is 0.36 — weak risk-adjusted performance.

In calendar year 2025, Reliance Growth Fund-Dividend Plan-(D) returned -4.68% — lagging the Mid Cap Fund category average of 0.65% by 5.34 pp. It ranked #24 of 27 in its category that year.

Reliance Growth Fund-Dividend Plan-(D) 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 Growth Fund-Dividend Plan-(D) 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: 51.3%. 5-year CAGR: 11.58%.

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