Should I invest in Reliance Growth Fund?

We don't give personal investment advice. Reliance Growth 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: 20.1%. 5-year CAGR: 20.37%.

Reliance

Reliance Growth Fund-Growth Plan-Bonus Option

Latest NAV

₹718.6907

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	18 / 27	Q3
1W	-2.31%	-1.88%	-0.42	22 / 27	Q4
2W	-0.85%	-0.32%	-0.53	24 / 27	Q4
1M	-0.36%	-0.15%	-0.21	16 / 27	Q3
3M	+1.91%	+2.51%	-0.60	13 / 27	Q2
6M	+1.52%	-1.69%	+3.21	6 / 27	Q1
YTD	+1.67%	-1.73%	+3.40	5 / 27	Q1
1Y	+6.44%	+1.79%	+4.65	5 / 27	Q1
2Y	+8.42%	+2.97%	+5.45	3 / 27	Q1
3Y	+22.77%	+16.50%	+6.26	3 / 27	Q1
4Y	+22.36%	+16.60%	+5.75	3 / 27	Q1
5Y	+20.37%	+14.55%	+5.82	1 / 27	Q1
7Y	+20.90%	+15.90%	+5.00	4 / 27	Q1
10Y	+18.48%	+13.20%	+5.28	1 / 27	Q1
Inception	+15.56%	+10.91%	+4.65	4 / 27	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	+1.67%	-1.73%	+3.40	5 / 27
2025	+3.37%	+0.65%	+2.72	8 / 27
2024	+26.35%	+23.63%	+2.72	9 / 27
2023	+48.09%	+35.07%	+13.03	1 / 27
2022	+5.81%	+2.50%	+3.31	6 / 27
2021	+44.88%	+38.76%	+6.12	8 / 27
2020	+21.81%	+20.23%	+1.58	13 / 27
2019	+6.61%	-0.75%	+7.37	3 / 27
2018	-11.26%	-14.09%	+2.83	9 / 27
2017	+43.75%	+36.02%	+7.73	4 / 27
2016	+3.02%	+0.99%	+2.03	10 / 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

+19.88%

234 windows

min -54.9% · max 112.7%

79% positive

3-Year rolling

+16.46%

210 windows

min -6.4% · max 37.6%

93% positive

5-Year rolling

+15.70%

185 windows

min -0.3% · max 33.6%

99% positive

7-Year rolling

+15.10%

161 windows

min 6.5% · max 23.2%

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

16.57%

3-year · annualised

Sharpe ratio

0.94

vs risk-free 6.5%

Sortino ratio

1.55

Downside-only deviation

Max drawdown

-20.14%

Sep 2024 → Feb 2025

% positive months

75.0%

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-Dividend Plan-(D)	Reliance	₹116.1031	3 Jun 2026
Religare Mid Cap Fund - Dividend Option	Religare	₹56.5400	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹718.6907
2 Jun 2026	₹719.3927
1 Jun 2026	₹718.1723
29 May 2026	₹729.8791
27 May 2026	₹739.4957
26 May 2026	₹736.3821
25 May 2026	₹736.5134
22 May 2026	₹731.3547
21 May 2026	₹729.8212
20 May 2026	₹728.4174

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-Growth Plan-Bonus Option is ₹718.6907. 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-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 Growth Fund-Growth Plan-Bonus Option 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-Growth Plan-Bonus Option has delivered a absolute return of 6.44% — +4.65 pp ahead of the Mid Cap Fund category average of 1.79%. The fund ranks #5 of 27 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Reliance Growth Fund-Growth Plan-Bonus Option has delivered a CAGR of 22.77% — +6.26 pp ahead of the Mid Cap Fund category average of 16.50%. The fund ranks #3 of 27 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Reliance Growth Fund-Growth Plan-Bonus Option has delivered a CAGR of 20.37% — +5.82 pp ahead of the Mid Cap Fund category average of 14.55%. The fund ranks #1 of 27 in its category — the top (Q1) quartile.

₹1 lakh invested in Reliance Growth Fund-Growth Plan-Bonus Option exactly 10 years ago would be worth approximately ₹544,980 today — a multiplier of 5.45×, based on the 10-year CAGR of 18.48%. The category average over the same window would have grown ₹1 lakh to ₹345,601.

A ₹10,000 monthly SIP in Reliance Growth Fund-Growth Plan-Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹947,633 today. That's an XIRR (money-weighted annualised return) of 18.32%.

A ₹10,000 monthly SIP for 10 years in Reliance Growth Fund-Growth Plan-Bonus Option = ₹1,200,000 invested. It would currently be worth ₹3,386,485 (multiplier 2.82×). XIRR: 19.68%. 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-Growth Plan-Bonus Option ranks #1 out of 27 funds in the Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 14.55%; this fund delivered 20.37%.

The worst peak-to-trough decline Reliance Growth Fund-Growth Plan-Bonus Option has experienced over the last 5-year window is 20.14% — its NAV fell from a high on 24 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 Growth Fund-Growth Plan-Bonus Option averaged 15.70% (best 33.60%, worst -0.30%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.86 — reasonable risk-adjusted performance.

In calendar year 2025, Reliance Growth Fund-Growth Plan-Bonus Option returned 3.37% — beating the Mid Cap Fund category average of 0.65% by 2.72 pp. It ranked #8 of 27 in its category that year.

Reliance Growth 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 Growth 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: 20.1%. 5-year CAGR: 20.37%.

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