Religare
Religare Quarterly Interval Fund Plan G - 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 | +0.00% | +6.99% | -6.99 | 214 / 763 | Q2 |
| 1W | +2.67% | +6.38% | -3.71 | 16 / 722 | Q1 |
| 2W | +2.95% | +6.63% | -3.68 | 16 / 725 | Q1 |
| 1M | +3.46% | +6.29% | -2.83 | 23 / 752 | Q1 |
| 3M | +5.18% | +7.87% | -2.69 | 30 / 728 | Q1 |
| 6M | +9.52% | +9.67% | -0.15 | 19 / 642 | Q1 |
| YTD | +4.09% | +8.47% | -4.38 | 178 / 666 | Q2 |
| 1Y | — | — | — | — | — |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +9.76% | -3.28% | +13.05 | 133 / 797 | 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 | +4.09% | -0.31% | +4.40 | 168 / 482 |
| 2008 | — | — | — | — |
Recent NAVs
| Date | NAV |
|---|---|
| 24 Feb 2009 | ₹11.0000 |
| 19 Feb 2009 | ₹10.7164 |
| 18 Feb 2009 | ₹10.7153 |
| 17 Feb 2009 | ₹10.7143 |
| 16 Feb 2009 | ₹10.7121 |
| 13 Feb 2009 | ₹10.7052 |
| 12 Feb 2009 | ₹10.6904 |
| 11 Feb 2009 | ₹10.6874 |
| 10 Feb 2009 | ₹10.6845 |
| 9 Feb 2009 | ₹10.6816 |
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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