Religare
Religare Quarterly Interval Fund - Plan G -Regular 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 | +0.00% | -14.54% | +14.54 | 99 / 373 | Q2 |
| 1W | +2.76% | -15.89% | +18.65 | 4 / 369 | Q1 |
| 2W | +3.03% | -15.78% | +18.81 | 3 / 371 | Q1 |
| 1M | +3.53% | -16.05% | +19.58 | 3 / 373 | Q1 |
| 3M | +5.22% | -17.27% | +22.49 | 5 / 366 | Q1 |
| 6M | +9.52% | -30.18% | +39.70 | 4 / 393 | Q1 |
| YTD | +4.15% | -32.85% | +37.01 | 67 / 414 | Q1 |
| 1Y | — | — | — | — | — |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +9.77% | -35.69% | +45.46 | 37 / 497 | 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 |
|---|---|---|---|---|
| 2009 YTD | +4.15% | -33.69% | +37.84 | 58 / 316 |
| 2008 | — | — | — | — |
Recent NAVs
| Date | NAV |
|---|---|
| 24 Feb 2009 | ₹11.0000 |
| 19 Feb 2009 | ₹10.7069 |
| 18 Feb 2009 | ₹10.7059 |
| 17 Feb 2009 | ₹10.7050 |
| 16 Feb 2009 | ₹10.7039 |
| 13 Feb 2009 | ₹10.6972 |
| 12 Feb 2009 | ₹10.6824 |
| 11 Feb 2009 | ₹10.6795 |
| 10 Feb 2009 | ₹10.6766 |
| 9 Feb 2009 | ₹10.6737 |
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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