Should I invest in Religare Growth Fund?

We don't give personal investment advice. Religare Growth Fund - Growth 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: 20.3%. 5-year CAGR: 16.63%.

Religare

Religare Growth Fund - Growth

Latest NAV

₹99.7200

As of

8 Jun 2026

4,622 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	+0.00%	+0.03%	-0.03	25 / 32	Q4
1W	+0.48%	-1.16%	+1.64	1 / 32	Q1
2W	-1.43%	-2.96%	+1.52	3 / 32	Q1
1M	-2.69%	-3.80%	+1.11	5 / 32	Q1
3M	+7.15%	+0.38%	+6.77	3 / 32	Q1
6M	-0.24%	-5.24%	+5.00	3 / 32	Q1
YTD	-1.30%	-6.73%	+5.43	3 / 32	Q1
1Y	-0.72%	-4.90%	+4.18	6 / 32	Q1
2Y	+9.21%	+0.67%	+8.54	1 / 32	Q1
3Y	+21.44%	+12.79%	+8.65	1 / 32	Q1
4Y	+20.37%	+13.49%	+6.88	2 / 32	Q1
5Y	+16.63%	+11.52%	+5.11	2 / 32	Q1
7Y	+16.35%	+12.98%	+3.37	5 / 32	Q1
10Y	+15.70%	+11.33%	+4.37	1 / 32	Q1
Inception	+13.04%	+9.12%	+3.92	6 / 29	Q1

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	-1.30%	-6.73%	+5.43	3 / 32
2025	+4.38%	+2.91%	+1.47	16 / 32
2024	+37.56%	+19.92%	+17.64	2 / 32
2023	+30.92%	+27.73%	+3.20	11 / 32
2022	-0.38%	+2.49%	-2.87	22 / 32
2021	+29.19%	+32.49%	-3.29	23 / 32
2020	+13.40%	+13.97%	-0.57	15 / 32
2019	+10.63%	+4.84%	+5.80	5 / 32
2018	+0.49%	-10.87%	+11.36	3 / 32
2017	+38.48%	+31.34%	+7.14	9 / 32
2016	+3.15%	+2.52%	+0.63	16 / 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

+15.60%

218 windows

min -50.7% · max 83.1%

79% positive

3-Year rolling

+14.89%

193 windows

min 0.1% · max 29.0%

100% positive

5-Year rolling

+14.63%

169 windows

min 0.9% · max 26.7%

100% positive

7-Year rolling

+14.43%

145 windows

min 6.8% · max 19.5%

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

15.26%

3-year · annualised

Sharpe ratio

0.93

vs risk-free 6.5%

Sortino ratio

1.82

Downside-only deviation

Max drawdown

-19.00%

Sep 2024 → Feb 2025

% positive months

66.7%

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	₹326.4280	8 Jun 2026
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹279.2098	8 Jun 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹28.5200	8 Jun 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹18.5379	8 Jun 2026
Kotak Opportunities---Dividend	Kotak Mahindra	₹57.7650	8 Jun 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹237.1100	8 Jun 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹175.8498	8 Jun 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹96.4300	8 Jun 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹128.4700	8 Jun 2026
Escorts High Yield Equity Plan - Dividend Option	Escorts	₹73.1908	8 Jun 2026

Recent NAVs

Date	NAV
8 Jun 2026	₹99.7200
5 Jun 2026	₹100.9300
4 Jun 2026	₹100.5500
3 Jun 2026	₹99.7100
2 Jun 2026	₹99.7200
1 Jun 2026	₹99.2400
29 May 2026	₹100.3800
27 May 2026	₹101.4600
26 May 2026	₹101.0400
25 May 2026	₹101.1700

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 08 Jun 2026, the NAV of Religare Growth Fund - Growth is ₹99.7200. It's a Large & Mid Cap Fund from Religare, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Religare Growth Fund - Growth has NAV history starting from 13 Aug 2007, a track record of about 18 years 9 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.

Religare Growth Fund - Growth is managed by Religare. 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, Religare Growth Fund - Growth has delivered a absolute return of -0.72% — +4.18 pp ahead of the Large & Mid Cap Fund category average of -4.90%. The fund ranks #6 of 32 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Religare Growth Fund - Growth has delivered a CAGR of 21.44% — +8.65 pp ahead of the Large & Mid Cap Fund category average of 12.79%. The fund ranks #1 of 32 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Religare Growth Fund - Growth has delivered a CAGR of 16.63% — +5.11 pp ahead of the Large & Mid Cap Fund category average of 11.52%. The fund ranks #2 of 32 in its category — the top (Q1) quartile.

₹1 lakh invested in Religare Growth Fund - Growth exactly 10 years ago would be worth approximately ₹429,829 today — a multiplier of 4.30×, based on the 10-year CAGR of 15.70%. The category average over the same window would have grown ₹1 lakh to ₹292,484.

A ₹10,000 monthly SIP in Religare Growth Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹902,910 today. That's an XIRR (money-weighted annualised return) of 16.35%.

A ₹10,000 monthly SIP for 10 years in Religare Growth Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,804,868 (multiplier 2.34×). XIRR: 16.19%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Religare Growth Fund - Growth ranks #2 out of 32 funds in the Large & Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.52%; this fund delivered 16.63%.

The worst peak-to-trough decline Religare Growth Fund - Growth has experienced over the last 5-year window is 20.30% — 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, Religare Growth Fund - Growth averaged 14.63% (best 26.67%, worst 0.88%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.63 — reasonable risk-adjusted performance.

In calendar year 2025, Religare Growth Fund - Growth returned 4.38% — beating the Large & Mid Cap Fund category average of 2.91% by 1.47 pp. It ranked #16 of 32 in its category that year.

Religare Growth Fund - Growth 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. Religare Growth Fund - Growth 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: 20.3%. 5-year CAGR: 16.63%.

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

Religare Growth Fund - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Large & Mid Cap Fund

Recent NAVs

Frequently asked questions

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