Should I invest in Reliance Vision Fund?

We don't give personal investment advice. Reliance Vision 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: 19.3%. 5-year CAGR: 14.99%.

Reliance

Reliance Vision Fund-GROWTH PLAN-Bonus Option

Latest NAV

₹242.2651

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	+0.15%	+0.11%	+0.04	17 / 32	Q3
1W	-2.02%	-1.76%	-0.26	20 / 32	Q3
2W	-0.14%	-0.27%	+0.13	13 / 32	Q2
1M	-1.11%	-1.02%	-0.09	14 / 32	Q2
3M	-1.44%	-1.18%	-0.26	15 / 32	Q2
6M	-4.58%	-5.43%	+0.85	16 / 32	Q2
YTD	-4.37%	-5.57%	+1.20	12 / 32	Q2
1Y	+1.03%	-1.21%	+2.25	14 / 32	Q2
2Y	+3.91%	+1.22%	+2.69	9 / 32	Q2
3Y	+17.48%	+13.45%	+4.03	7 / 32	Q1
4Y	+16.95%	+13.62%	+3.33	7 / 32	Q1
5Y	+14.99%	+11.89%	+3.10	9 / 32	Q2
7Y	+14.78%	+12.99%	+1.79	14 / 32	Q2
10Y	+12.89%	+11.48%	+1.41	15 / 32	Q2
Inception	+11.53%	+9.20%	+2.32	12 / 29	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	-4.37%	-5.57%	+1.20	12 / 32
2025	+4.89%	+2.91%	+1.99	14 / 32
2024	+25.40%	+19.92%	+5.48	7 / 32
2023	+33.76%	+27.73%	+6.03	5 / 32
2022	+2.43%	+2.49%	-0.06	16 / 32
2021	+32.84%	+32.49%	+0.36	16 / 32
2020	+13.12%	+13.97%	-0.85	17 / 32
2019	+5.36%	+4.84%	+0.52	17 / 32
2018	-16.33%	-10.87%	-5.46	28 / 32
2017	+40.15%	+31.34%	+8.81	5 / 32
2016	+3.75%	+2.52%	+1.23	11 / 32

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

+15.62%

234 windows

min -53.7% · max 91.9%

71% positive

3-Year rolling

+12.45%

210 windows

min -10.2% · max 31.1%

89% positive

5-Year rolling

+11.81%

185 windows

min -4.6% · max 28.0%

97% positive

7-Year rolling

+11.31%

161 windows

min 4.3% · max 19.1%

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

14.41%

3-year · annualised

Sharpe ratio

0.75

vs risk-free 6.5%

Sortino ratio

1.16

Downside-only deviation

Max drawdown

-17.02%

Sep 2024 → Feb 2025

% positive months

77.8%

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 Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option	HDFC	₹329.5320	3 Jun 2026
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹282.7709	2 Jun 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹28.9300	3 Jun 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹18.7310	3 Jun 2026
Kotak Opportunities---Dividend	Kotak Mahindra	₹58.2030	3 Jun 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹239.5300	3 Jun 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹177.6776	3 Jun 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹97.8700	3 Jun 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹129.9500	3 Jun 2026
Escorts High Yield Equity Plan - Dividend Option	Escorts	₹74.2930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹242.2651
2 Jun 2026	₹242.6654
1 Jun 2026	₹242.2988
29 May 2026	₹245.3599
27 May 2026	₹248.4407
26 May 2026	₹247.6720
25 May 2026	₹247.6240
22 May 2026	₹245.6854
21 May 2026	₹244.8418
20 May 2026	₹244.0718

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 Vision Fund-GROWTH PLAN-Bonus Option is ₹242.2651. It's a Large & Mid Cap Fund from Reliance, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Reliance Vision 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 Vision Fund-GROWTH PLAN-Bonus Option is managed by Reliance. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Reliance Vision Fund-GROWTH PLAN-Bonus Option has delivered a absolute return of 1.03% — +2.25 pp ahead of the Large & Mid Cap Fund category average of -1.21%. The fund ranks #14 of 32 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Reliance Vision Fund-GROWTH PLAN-Bonus Option has delivered a CAGR of 17.48% — +4.03 pp ahead of the Large & Mid Cap Fund category average of 13.45%. The fund ranks #7 of 32 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Reliance Vision Fund-GROWTH PLAN-Bonus Option has delivered a CAGR of 14.99% — +3.1 pp ahead of the Large & Mid Cap Fund category average of 11.89%. The fund ranks #9 of 32 in its category — the second (Q2) quartile.

₹1 lakh invested in Reliance Vision Fund-GROWTH PLAN-Bonus Option exactly 10 years ago would be worth approximately ₹336,208 today — a multiplier of 3.36×, based on the 10-year CAGR of 12.89%. The category average over the same window would have grown ₹1 lakh to ₹296,438.

A ₹10,000 monthly SIP in Reliance Vision Fund-GROWTH PLAN-Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹835,458 today. That's an XIRR (money-weighted annualised return) of 13.19%.

A ₹10,000 monthly SIP for 10 years in Reliance Vision Fund-GROWTH PLAN-Bonus Option = ₹1,200,000 invested. It would currently be worth ₹2,518,506 (multiplier 2.10×). XIRR: 14.18%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Reliance Vision Fund-GROWTH PLAN-Bonus Option ranks #9 out of 32 funds in the Large & Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.89%; this fund delivered 14.99%.

The worst peak-to-trough decline Reliance Vision Fund-GROWTH PLAN-Bonus Option has experienced over the last 5-year window is 19.33% — its NAV fell from a high on 18 Oct 2021 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 Vision Fund-GROWTH PLAN-Bonus Option averaged 11.81% (best 28.03%, worst -4.56%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.61 — reasonable risk-adjusted performance.

In calendar year 2025, Reliance Vision Fund-GROWTH PLAN-Bonus Option returned 4.89% — beating the Large & Mid Cap Fund category average of 2.91% by 1.99 pp. It ranked #14 of 32 in its category that year.

Reliance Vision 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 Vision 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: 19.3%. 5-year CAGR: 14.99%.

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