Should I invest in Reliance Quant Plus Fund-Bonus Option?

We don't give personal investment advice. Reliance Quant Plus Fund- Retail 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: 17.4%. 5-year CAGR: 14.89%.

Reliance

Reliance Quant Plus Fund- Retail Plan-Bonus Option

Latest NAV

₹73.3368

As of

17 Jul 2026

4,486 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	+0.70%	+0.69%	+0.01	5 / 9	Q3
1W	+0.30%	-0.06%	+0.36	1 / 9	Q1
2W	+0.39%	+1.05%	-0.67	5 / 9	Q3
1M	+1.20%	+3.31%	-2.10	8 / 9	Q4
3M	+0.71%	+2.74%	-2.03	8 / 9	Q4
6M	-0.41%	-3.36%	+2.95	4 / 9	Q2
YTD	-1.52%	-3.06%	+1.54	4 / 9	Q2
1Y	+2.48%	-0.51%	+2.98	3 / 9	Q2
2Y	+2.60%	+3.99%	-1.39	6 / 9	Q3
3Y	+15.10%	+13.35%	+1.75	6 / 9	Q3
4Y	+18.18%	+13.95%	+4.23	4 / 9	Q2
5Y	+14.89%	+10.22%	+4.67	2 / 9	Q1
7Y	+16.77%	+10.87%	+5.90	1 / 9	Q1
10Y	+13.96%	+10.03%	+3.94	2 / 9	Q1
Inception	+11.43%	+10.47%	+0.96	4 / 9	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	-1.52%	-3.41%	+1.89	4 / 7
2025	+7.46%	+8.84%	-1.38	4 / 7
2024	+19.42%	+14.74%	+4.68	4 / 7
2023	+34.71%	+18.76%	+15.95	2 / 9
2022	+7.42%	+8.46%	-1.04	7 / 9
2021	+30.60%	+23.38%	+7.22	2 / 9
2020	+16.37%	+3.87%	+12.50	2 / 9
2019	+5.12%	+9.64%	-4.52	6 / 9
2018	-2.20%	-4.46%	+2.27	4 / 9
2017	+29.46%	+28.82%	+0.63	5 / 9
2016	+4.28%	+10.01%	-5.73	7 / 9

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

+15.46%

211 windows

min -24.9% · max 88.3%

82% positive

3-Year rolling

+13.22%

186 windows

min -2.1% · max 29.9%

98% positive

5-Year rolling

+12.72%

162 windows

min 0.1% · max 28.0%

100% positive

7-Year rolling

+11.92%

138 windows

min 5.6% · max 17.7%

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

12.97%

3-year · annualised

Sharpe ratio

0.66

vs risk-free 6.5%

Sortino ratio

1.12

Downside-only deviation

Max drawdown

-17.11%

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	₹18.4020	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.5340	17 Jul 2026
Franklin India Multi-Factor Fund- Direct- Growth	Franklin India	₹9.6426	17 Jul 2026
Edelweiss Business Cycle Fund - Direct Plan - Growth	Edelweiss	₹8.9876	17 Jul 2026
DSP Banking & Financial Services Fund - Direct - Growth	DSP	₹15.5040	17 Jul 2026
DSP BlackRock India T.I.G.E.R. Fund - Regular Plan - Growth	DSP BlackRock	₹360.3840	17 Jul 2026
HSBC Business Cycles Fund - Direct Growth	HSBC	₹47.5736	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹73.3368
16 Jul 2026	₹72.8256
15 Jul 2026	₹72.8754
14 Jul 2026	₹72.5112
13 Jul 2026	₹73.0757
10 Jul 2026	₹73.1192
9 Jul 2026	₹72.4343
8 Jul 2026	₹71.9101
7 Jul 2026	₹73.3422
6 Jul 2026	₹73.7670

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 Quant Plus Fund- Retail Plan-Bonus Option is ₹73.3368. It's a Sectoral/Thematic Fund from Reliance, run as a Retail plan Growth option. NAVs update once per business day from the AMFI feed.

Reliance Quant Plus Fund- Retail Plan-Bonus Option has NAV history starting from 21 Apr 2008, a track record of about 18 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 Quant Plus Fund- Retail Plan-Bonus Option 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 Quant Plus Fund- Retail Plan-Bonus Option has delivered a absolute return of 2.48% — +2.98 pp ahead of the Sectoral/Thematic Fund category average of -0.51%. The fund ranks #3 of 9 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Reliance Quant Plus Fund- Retail Plan-Bonus Option has delivered a CAGR of 15.10% — +1.75 pp ahead of the Sectoral/Thematic Fund category average of 13.35%. The fund ranks #6 of 9 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Reliance Quant Plus Fund- Retail Plan-Bonus Option has delivered a CAGR of 14.89% — +4.67 pp ahead of the Sectoral/Thematic Fund category average of 10.22%. The fund ranks #2 of 9 in its category — the top (Q1) quartile.

₹1 lakh invested in Reliance Quant Plus Fund- Retail Plan-Bonus Option exactly 10 years ago would be worth approximately ₹369,504 today — a multiplier of 3.70×, based on the 10-year CAGR of 13.96%. The category average over the same window would have grown ₹1 lakh to ₹260,023.

A ₹10,000 monthly SIP in Reliance Quant Plus Fund- Retail Plan-Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹843,391 today. That's an XIRR (money-weighted annualised return) of 13.58%.

A ₹10,000 monthly SIP for 10 years in Reliance Quant Plus Fund- Retail Plan-Bonus Option = ₹1,200,000 invested. It would currently be worth ₹2,631,850 (multiplier 2.19×). XIRR: 15.01%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Reliance Quant Plus Fund- Retail Plan-Bonus Option ranks #2 out of 9 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 10.22%; this fund delivered 14.89%.

The worst peak-to-trough decline Reliance Quant Plus Fund- Retail Plan-Bonus Option has experienced over the last 5-year window is 17.40% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. 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 Quant Plus Fund- Retail Plan-Bonus Option averaged 12.72% (best 28.04%, worst 0.07%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.58 — reasonable risk-adjusted performance.

In calendar year 2025, Reliance Quant Plus Fund- Retail Plan-Bonus Option returned 7.46% — lagging the Sectoral/Thematic Fund category average of 8.84% by 1.38 pp. It ranked #4 of 7 in its category that year.

Reliance Quant Plus Fund- Retail 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 Quant Plus Fund- Retail 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: 17.4%. 5-year CAGR: 14.89%.

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