Should I invest in Reliance Growth Fund?

We don't give personal investment advice. Reliance Growth Fund-Growth Plan-Growth 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: 19.16%.

Reliance

Reliance Growth Fund-Growth Plan-Growth Option

Latest NAV

₹4,479.7089

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	-0.44%	-0.16%	-0.28	23 / 27	Q4
1W	-1.09%	-0.41%	-0.68	22 / 27	Q4
2W	-0.22%	+0.58%	-0.80	23 / 27	Q4
1M	+0.49%	+1.52%	-1.02	23 / 27	Q4
3M	+3.37%	+4.63%	-1.26	22 / 27	Q4
6M	+6.63%	+4.55%	+2.08	8 / 27	Q2
YTD	+5.39%	+2.42%	+2.97	8 / 27	Q2
1Y	+6.63%	+1.75%	+4.88	6 / 27	Q1
2Y	+5.78%	+1.26%	+4.51	5 / 27	Q1
3Y	+21.23%	+15.58%	+5.65	4 / 27	Q1
4Y	+22.78%	+17.25%	+5.53	4 / 27	Q1
5Y	+19.16%	+14.06%	+5.10	4 / 27	Q1
7Y	+22.66%	+17.85%	+4.82	4 / 27	Q1
10Y	+18.33%	+13.17%	+5.16	3 / 27	Q1
Inception	+15.64%	+11.07%	+4.57	6 / 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	+5.39%	+2.42%	+2.97	8 / 27
2025	+3.37%	+0.65%	+2.72	9 / 27
2024	+26.35%	+23.63%	+2.72	10 / 27
2023	+48.09%	+35.07%	+13.03	2 / 27
2022	+5.81%	+2.50%	+3.31	7 / 27
2021	+44.88%	+38.76%	+6.12	9 / 27
2020	+21.81%	+20.23%	+1.58	12 / 27
2019	+6.61%	-0.75%	+7.37	4 / 27
2018	-11.27%	-14.09%	+2.82	10 / 27
2017	+43.65%	+36.02%	+7.63	6 / 27
2016	+3.02%	+0.99%	+2.03	11 / 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

+19.93%

236 windows

min -53.1% · max 128.5%

78% positive

3-Year rolling

+16.78%

211 windows

min -6.0% · max 37.5%

93% positive

5-Year rolling

+15.78%

187 windows

min 1.3% · max 35.7%

100% positive

7-Year rolling

+15.19%

163 windows

min 7.4% · max 23.3%

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

16.52%

3-year · annualised

Sharpe ratio

0.86

vs risk-free 6.5%

Sortino ratio

1.47

Downside-only deviation

Max drawdown

-20.14%

Sep 2024 → Feb 2025

% positive months

66.7%

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	₹51.9160	17 Jul 2026
SBI Magnum MIDCAP FUND - DIVIDEND	SBI	₹99.4079	17 Jul 2026
ICICI Prudential Emerging Star Fund-Dividend	ICICI Prudential	₹43.5700	17 Jul 2026
Franklin India Prima Fund-Dividend	Franklin Templeton	₹86.7683	17 Jul 2026
Kotak Emerging Equity Scheme - Dividend	Kotak Mahindra	₹80.4040	17 Jul 2026
UTI Mid Cap Fund-Growth Option	UTI	₹308.2663	17 Jul 2026
Birla Sun Life MIDCAP Fund-Plan A (Dividend)	Birla Sun Life	₹58.5500	17 Jul 2026
Escorts Opportunities Fund-Dividend	Escorts	₹79.7251	17 Jul 2026
Reliance Growth Fund-Dividend Plan-(D)	Reliance	₹120.4732	17 Jul 2026
Religare Mid Cap Fund - Dividend Option	Religare	₹61.7100	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹4,479.7089
16 Jul 2026	₹4,499.6289
15 Jul 2026	₹4,525.5551
14 Jul 2026	₹4,500.2943
13 Jul 2026	₹4,522.9328
10 Jul 2026	₹4,529.0323
9 Jul 2026	₹4,474.9295
8 Jul 2026	₹4,427.0703
7 Jul 2026	₹4,494.2433
6 Jul 2026	₹4,499.6977

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 Growth Fund-Growth Plan-Growth Option is ₹4,479.7089. 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-Growth Option 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 Growth Fund-Growth Plan-Growth 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-Growth Option has delivered a absolute return of 6.63% — +4.88 pp ahead of the Mid Cap Fund category average of 1.75%. The fund ranks #6 of 27 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Reliance Growth Fund-Growth Plan-Growth Option has delivered a CAGR of 21.23% — +5.65 pp ahead of the Mid Cap Fund category average of 15.58%. The fund ranks #4 of 27 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Reliance Growth Fund-Growth Plan-Growth Option has delivered a CAGR of 19.16% — +5.1 pp ahead of the Mid Cap Fund category average of 14.06%. The fund ranks #4 of 27 in its category — the top (Q1) quartile.

₹1 lakh invested in Reliance Growth Fund-Growth Plan-Growth Option exactly 10 years ago would be worth approximately ₹538,074 today — a multiplier of 5.38×, based on the 10-year CAGR of 18.33%. The category average over the same window would have grown ₹1 lakh to ₹344,513.

A ₹10,000 monthly SIP in Reliance Growth Fund-Growth Plan-Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹957,644 today. That's an XIRR (money-weighted annualised return) of 18.76%.

A ₹10,000 monthly SIP for 10 years in Reliance Growth Fund-Growth Plan-Growth Option = ₹1,200,000 invested. It would currently be worth ₹3,443,369 (multiplier 2.87×). XIRR: 19.99%. 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-Growth Option ranks #4 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 14.06%; this fund delivered 19.16%.

The worst peak-to-trough decline Reliance Growth Fund-Growth Plan-Growth 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-Growth Option averaged 15.78% (best 35.65%, worst 1.26%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.74 — reasonable risk-adjusted performance.

In calendar year 2025, Reliance Growth Fund-Growth Plan-Growth Option returned 3.37% — beating the Mid Cap Fund category average of 0.65% by 2.72 pp. It ranked #9 of 27 in its category that year.

Reliance Growth Fund-Growth Plan-Growth 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-Growth 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: 19.16%.

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