Should I invest in Religare Business Leaders Fund?

We don't give personal investment advice. Religare Business Leaders Fund - Dividend 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: 32.0%. 5-year CAGR: 2.20%.

Religare

Religare Business Leaders Fund - Dividend

Latest NAV

₹24.7900

As of

8 Jun 2026

4,128 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%	—	—	—	—
1W	-0.64%	—	—	—	—
2W	-2.59%	—	—	—	—
1M	-2.97%	—	—	—	—
3M	+2.23%	—	—	—	—
6M	-15.57%	—	—	—	—
YTD	-15.88%	—	—	—	—
1Y	-14.25%	—	—	—	—
2Y	-7.67%	—	—	—	—
3Y	+1.23%	—	—	—	—
4Y	+4.46%	—	—	—	—
5Y	+2.20%	—	—	—	—
7Y	+3.98%	—	—	—	—
10Y	+5.06%	—	—	—	—
Inception	+5.56%	—	—	—	—

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	-15.88%	—	—	—
2025	-5.58%	—	—	—
2024	+7.70%	—	—	—
2023	+27.18%	—	—	—
2022	-13.63%	—	—	—
2021	+18.36%	—	—	—
2020	+14.10%	—	—	—
2019	+10.09%	—	—	—
2018	+0.34%	—	—	—
2017	+15.07%	—	—	—
2016	-9.51%	—	—	—

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

+7.04%

193 windows

min -25.5% · max 49.7%

64% positive

3-Year rolling

+7.03%

168 windows

min -3.4% · max 19.1%

92% positive

5-Year rolling

+7.08%

144 windows

min -3.0% · max 13.4%

99% positive

7-Year rolling

+6.51%

120 windows

min 2.2% · max 9.9%

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

18.42%

3-year · annualised

Sharpe ratio

-0.19

vs risk-free 6.5%

Sortino ratio

-0.23

Downside-only deviation

Max drawdown

-32.00%

Sep 2024 → Mar 2026

% positive months

61.1%

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 Cap Fund

Scheme	Fund house	NAV	As of
HDFC Top 200 Fund - Dividend Option	HDFC	₹48.6000	8 Jun 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹50.8806	8 Jun 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹39.9988	8 Jun 2026
Mirae Asset India Opportunities Fund - Dividend Plan	Mirae Asset	₹27.0390	8 Jun 2026
Kotak Large Cap Fund - Growth	Kotak	₹536.6530	8 Jun 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹78.8600	8 Jun 2026
HSBC Equity Fund - Dividend	HSBC	₹39.5539	8 Jun 2026
UTI - Master Share-Growth Option	UTI	₹251.2348	8 Jun 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹314.3700	8 Jun 2026
Taurus Bonanza Fund-Dividend Option	Taurus	₹66.4500	9 Jun 2026

Recent NAVs

Date	NAV
8 Jun 2026	₹24.7900
5 Jun 2026	₹25.1200
4 Jun 2026	₹25.0900
3 Jun 2026	₹25.0300
2 Jun 2026	₹25.1200
1 Jun 2026	₹24.9500
29 May 2026	₹25.2000
27 May 2026	₹25.5000
26 May 2026	₹25.3700
25 May 2026	₹25.4500

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 Business Leaders Fund - Dividend is ₹24.7900. It's a Large Cap Fund from Religare, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Religare Business Leaders Fund - Dividend has NAV history starting from 28 Aug 2009, a track record of about 16 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 Business Leaders Fund - Dividend is managed by Religare. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Religare Business Leaders Fund - Dividend has delivered a absolute return of -14.25%.

Over the trailing 3-year window, Religare Business Leaders Fund - Dividend has delivered a CAGR of 1.23%.

Over the trailing 5-year window, Religare Business Leaders Fund - Dividend has delivered a CAGR of 2.20%.

₹1 lakh invested in Religare Business Leaders Fund - Dividend exactly 10 years ago would be worth approximately ₹163,846 today — a multiplier of 1.64×, based on the 10-year CAGR of 5.06%.

A ₹10,000 monthly SIP in Religare Business Leaders Fund - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹578,303 today. That's an XIRR (money-weighted annualised return) of -1.45%.

A ₹10,000 monthly SIP for 10 years in Religare Business Leaders Fund - Dividend = ₹1,200,000 invested. It would currently be worth ₹1,422,201 (multiplier 1.19×). XIRR: 3.33%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

Religare Business Leaders Fund - Dividend doesn't yet have a peer rank on file — typically because its category set is too small or it lacks the required NAV history. Compare manually using the returns table above.

The worst peak-to-trough decline Religare Business Leaders Fund - Dividend has experienced over the last 5-year window is 32.00% — its NAV fell from a high on 26 Sep 2024 to a low on 30 Mar 2026. 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 Business Leaders Fund - Dividend averaged 7.08% (best 13.37%, worst -3.05%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is -0.13 — negative risk-adjusted performance.

In calendar year 2025, Religare Business Leaders Fund - Dividend returned -5.58%.

Religare Business Leaders Fund - Dividend 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 Business Leaders Fund - Dividend 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: 32.0%. 5-year CAGR: 2.20%.

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