Should I invest in Reliance Quant Plus Fund?

We don't give personal investment advice. Reliance Quant Plus Fund- Retail 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: 17.4%. 5-year CAGR: 14.22%.

Reliance

Reliance Quant Plus Fund- Retail Plan-Growth Option

Latest NAV

₹69.8142

As of

3 Jun 2026

4,455 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	+0.20%	+0.00%	+0.20	4 / 9	Q2
1W	-1.75%	-2.12%	+0.37	5 / 9	Q3
2W	-0.27%	+0.12%	-0.39	4 / 9	Q2
1M	-2.74%	-0.07%	-2.68	7 / 9	Q4
3M	-4.86%	-2.92%	-1.94	7 / 9	Q4
6M	-5.26%	-7.74%	+2.48	7 / 9	Q4
YTD	-6.06%	-7.59%	+1.53	7 / 9	Q4
1Y	+0.78%	-3.19%	+3.98	4 / 9	Q2
2Y	+2.61%	+3.69%	-1.08	8 / 9	Q4
3Y	+15.81%	+13.23%	+2.58	7 / 9	Q4
4Y	+16.67%	+12.60%	+4.07	5 / 9	Q3
5Y	+14.22%	+9.51%	+4.71	3 / 9	Q2
7Y	+14.92%	+9.38%	+5.54	2 / 9	Q1
10Y	+13.91%	+10.08%	+3.83	3 / 9	Q2
Inception	+11.23%	+10.24%	+0.99	5 / 9	Q3

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	-6.06%	-9.22%	+3.17	5 / 7
2025	+7.46%	+8.84%	-1.38	5 / 7
2024	+19.42%	+14.74%	+4.68	5 / 7
2023	+34.71%	+18.76%	+15.95	3 / 9
2022	+7.42%	+8.46%	-1.04	8 / 9
2021	+30.60%	+23.38%	+7.22	3 / 9
2020	+16.37%	+3.87%	+12.50	3 / 9
2019	+5.12%	+9.64%	-4.52	7 / 9
2018	-2.20%	-4.46%	+2.27	5 / 9
2017	+29.46%	+28.82%	+0.63	6 / 9
2016	+4.28%	+10.01%	-5.73	8 / 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

+15.57%

209 windows

min -24.2% · max 78.2%

83% positive

3-Year rolling

+12.97%

185 windows

min -4.6% · max 27.4%

98% positive

5-Year rolling

+12.63%

160 windows

min -1.3% · max 25.0%

99% positive

7-Year rolling

+11.83%

136 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

13.22%

3-year · annualised

Sharpe ratio

0.69

vs risk-free 6.5%

Sortino ratio

1.10

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	₹16.8310	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹21.5824	3 Jun 2026
Franklin India Multi-Factor Fund- Direct- Growth	Franklin India	₹9.3581	3 Jun 2026
Edelweiss Business Cycle Fund - Direct Plan - Growth	Edelweiss	₹8.9403	3 Jun 2026
DSP Banking & Financial Services Fund - Direct - Growth	DSP	₹14.1230	3 Jun 2026
DSP BlackRock India T.I.G.E.R. Fund - Regular Plan - Growth	DSP BlackRock	₹349.7120	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹69.8142
2 Jun 2026	₹69.9579
1 Jun 2026	₹69.8164
29 May 2026	₹70.6073
27 May 2026	₹71.4900
26 May 2026	₹71.2057
25 May 2026	₹71.5530
22 May 2026	₹70.7862
21 May 2026	₹70.4546
20 May 2026	₹70.3485

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 Quant Plus Fund- Retail Plan-Growth Option is ₹69.8142. 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-Growth Option has NAV history starting from 21 Apr 2008, a track record of about 18 years 1 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-Growth 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-Growth Option has delivered a absolute return of 0.78% — +3.98 pp ahead of the Sectoral/Thematic Fund category average of -3.19%. The fund ranks #4 of 9 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Reliance Quant Plus Fund- Retail Plan-Growth Option has delivered a CAGR of 15.81% — +2.58 pp ahead of the Sectoral/Thematic Fund category average of 13.23%. The fund ranks #7 of 9 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Reliance Quant Plus Fund- Retail Plan-Growth Option has delivered a CAGR of 14.22% — +4.71 pp ahead of the Sectoral/Thematic Fund category average of 9.51%. The fund ranks #3 of 9 in its category — the second (Q2) quartile.

₹1 lakh invested in Reliance Quant Plus Fund- Retail Plan-Growth Option exactly 10 years ago would be worth approximately ₹367,748 today — a multiplier of 3.68×, based on the 10-year CAGR of 13.91%. The category average over the same window would have grown ₹1 lakh to ₹261,260.

A ₹10,000 monthly SIP in Reliance Quant Plus Fund- Retail Plan-Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹819,811 today. That's an XIRR (money-weighted annualised return) of 12.43%.

A ₹10,000 monthly SIP for 10 years in Reliance Quant Plus Fund- Retail Plan-Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,550,080 (multiplier 2.13×). XIRR: 14.42%. 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-Growth Option ranks #3 out of 9 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 9.51%; this fund delivered 14.22%.

The worst peak-to-trough decline Reliance Quant Plus Fund- Retail Plan-Growth 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-Growth Option averaged 12.63% (best 25.00%, worst -1.27%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.57 — reasonable risk-adjusted performance.

In calendar year 2025, Reliance Quant Plus Fund- Retail Plan-Growth Option returned 7.46% — lagging the Sectoral/Thematic Fund category average of 8.84% by 1.38 pp. It ranked #5 of 7 in its category that year.

Reliance Quant Plus Fund- Retail 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 Quant Plus Fund- Retail 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: 17.4%. 5-year CAGR: 14.22%.

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