Religare
Religare FMP-13M-Sr-III - Institutional Growth
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 | -1.27% | +6.99% | -8.26 | 588 / 763 | Q4 |
| 1W | -1.08% | +6.38% | -7.45 | 419 / 722 | Q3 |
| 2W | -0.90% | +6.63% | -7.53 | 418 / 725 | Q3 |
| 1M | -0.57% | +6.29% | -6.86 | 422 / 752 | Q3 |
| 3M | +0.85% | +7.87% | -7.02 | 306 / 728 | Q2 |
| 6M | +3.09% | +9.67% | -6.58 | 283 / 642 | Q2 |
| YTD | +2.76% | +8.47% | -5.71 | 222 / 666 | Q2 |
| 1Y | +8.61% | +13.70% | -5.08 | 214 / 591 | Q2 |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +9.13% | -3.28% | +12.41 | 207 / 797 | 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 |
|---|---|---|---|---|
| 2008 YTD | +2.76% | -5.54% | +8.30 | 109 / 250 |
| 2007 | — | — | — | — |
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.
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 | 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.
Recent NAVs
| Date | NAV |
|---|---|
| 18 Jun 2008 | ₹11.0000 |
| 17 Jun 2008 | ₹11.1411 |
| 16 Jun 2008 | ₹11.1344 |
| 13 Jun 2008 | ₹11.1251 |
| 12 Jun 2008 | ₹11.1224 |
| 11 Jun 2008 | ₹11.1197 |
| 10 Jun 2008 | ₹11.1152 |
| 9 Jun 2008 | ₹11.1127 |
| 6 Jun 2008 | ₹11.1052 |
| 5 Jun 2008 | ₹11.1027 |
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.
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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