Introduction: Oil Isn’t King Anymore – Here’s Why
Oil prices hit record lows, and everyone panics. Fast forward to today, and renewable energy stocks are outperforming oil by over 22%.
This isn’t just a green dream. It’s real. And it’s making smart investors rich.
Why should you read this? Because you could be leaving 20%+ returns on the table if you’re still chasing outdated energy plays. This article isn’t just another list—it’s your blueprint to building wealth through smart, sustainable investing.
We’ll break down:
- 7 high-performing renewable investments (with actual returns)
- Real data vs oil
- Investor success stories
- Expert-backed insights you won’t find elsewhere
Let’s dive into the clean energy gold rush—before it’s too late.
The Shift: Oil’s Decline vs Renewable’s Rise
Oil’s Recent Struggles
While oil had a short-lived rally post-COVID, long-term trends show declining performance:
- Brent crude: -6.5% YTD (2025)
- Global shift to EVs & clean transport
- Institutional investors divesting from fossil fuels
Renewable’s Roaring Surge
Meanwhile, renewables are seeing multi-year highs:
- Global Clean Energy ETF (ICLN): +28.2% YTD
- Invesco Solar ETF (TAN): +31.5% YTD
- Brookfield Renewable Partners: +25.7% return in 12 months
“We are entering the golden decade for clean energy investing,” says Ruchir Sharma, Chairman of Rockefeller International.
1. Tata Power Renewable (India)
Performance:
- Return (2021–2025): +102%
- Current YTD: +19.6%
Why It Outperformed:
- Strong solar & wind pipeline
- Government PLI (Production Linked Incentive) support
- EV charging infrastructure expansion
Expert Insight:
“Tata Power’s renewable business is the silent compounder in India’s clean energy journey.” — Devina Mehra, First Global
2. Brookfield Renewable Partners (NYSE: BEP)
Performance:
- Return (2020–2025): +89%
- Current YTD: +25.7%
Strengths:
- Globally diversified portfolio
- Massive hydro and solar footprint
Investor Tip: Monthly dividends + consistent upside = perfect for SWP lovers.
3. Adani Green Energy (NSE: ADANIGREEN)
Performance:
- Return (2019–2025): +124%
- YTD 2025: +18.9%
Key Drivers:
- 25+ GW capacity under development
- Institutional funding from TotalEnergies
Caution: Valuations are high. Entry on dips recommended.
4. First Solar Inc. (NASDAQ: FSLR)
Performance:
- 5-Year Return: +108%
- YTD 2025: +22.5%
Standouts:
- US Inflation Reduction Act tax credits
- Exclusive thin-film solar tech
Expert Quote:
“First Solar is positioned to dominate U.S.-based solar manufacturing over the next decade.” — Mark Widmar, CEO
5. ReNew Power (India)
Performance:
- Return (IPO to 2025): +47%
- YTD: +16.3%
What Makes It Unique:
- Strong corporate PPAs
- Rapid expansion in hybrid energy parks
Investor Story:
An investor from Delhi put ₹1.5 lakh in ReNew Power IPO. Today, it’s worth ₹2.2 lakh, earning over ₷6,000 annually through capital gains.
6. Invesco Solar ETF (TAN)
Performance:
- 5-Year CAGR: 17.6%
- YTD 2025: +31.5%
Pros:
- Diversified solar exposure (FSLR, Enphase, SolarEdge)
- Strong inflows from ESG funds
7. Suzlon Energy (India)
Performance:
- Return Since 2022 Revival: +211%
- YTD: +32.8%
Key Moves:
- Debt reduction
- Robust wind turbine order book
Expert Quote:
“Suzlon’s turnaround is a textbook case of the new energy India needs.” — Kunal Bothra, CNBC-TV18
Comparative Table: Renewable vs Oil
| Investment | 3-Year Return | YTD 2025 | Dividends | Risk | Notes |
|---|---|---|---|---|---|
| ICLN ETF | +62% | +28.2% | Low | Moderate | Broad clean energy play |
| TAN ETF | +70% | +31.5% | Low | Moderate | Solar-focused |
| Brookfield (BEP) | +89% | +25.7% | Monthly | Low | SWP-friendly |
| Adani Green | +124% | +18.9% | None | High | Momentum stock |
| Tata Power Renewables | +102% | +19.6% | Yes | Moderate | India-centric |
| Brent Oil | +41% | -6.5% | No | High | Volatile |
Why These Beat Oil by 22% (or More)
- ESG Flows: Over $3.1 trillion in global ESG inflows since 2021
- Tech innovation: Solar cost per watt fell 82% in 10 years
- Policy tailwinds: Net Zero mandates, tax credits, subsidies
Stat: According to the IEA, renewables are expected to account for 90% of new global power capacity by 2026.
Actionable Strategy: How to Build Your Renewable Portfolio
Step-by-Step Guide:
- Allocate 25-35% of your equity portfolio to clean energy
- Choose 2 global ETFs (ICLN, TAN)
- Pick 2 Indian leaders (Tata Power, Suzlon)
- Rebalance every 6-9 months
- Track government policy changes
FAQs
1. Is it safe to invest in renewable energy stocks now?
Yes, but like all equities, they carry market risk. Favor diversified ETFs and top-performing large caps.
2. Which renewable sector has the most growth potential?
Solar and EV infrastructure are currently leading in CAGR projections.
3. Are these investments tax-efficient in India?
Yes, long-term capital gains (LTCG) apply beyond 1 year at 10% above ₹1 lakh profit.
4. Can I earn monthly income from these?
Yes, via dividend-paying stocks like Brookfield Renewable.
5. Do renewable investments work in bear markets?
Somewhat. While not defensive, ESG inflows and green mandates offer support.
Conclusion: Your Future Is Green (and Profitable)
You don’t have to choose between making money and making a difference.
These 7 renewable investments have not only outperformed oil by 22%, but they’re also paving the way for long-term, sustainable returns.
Ready to grow your wealth and impact?
Start building your clean energy portfolio now Explore top-performing green ETFs and stocks Stay ahead with data-driven decisions
Because the energy of the future isn’t black. It’s green.