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: 2.35%.

Religare

Religare Business Leaders Fund - Dividend

Latest NAV

₹25.0300

As of

3 Jun 2026

4,125 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	+0.68%	+0.22%	+0.46	2 / 35	Q1
1W	-0.99%	-1.72%	+0.73	2 / 35	Q1
2W	+0.96%	-0.38%	+1.34	1 / 35	Q1
1M	+0.04%	-2.02%	+2.06	2 / 35	Q1
3M	-11.08%	-4.81%	-6.27	35 / 35	Q4
6M	-15.56%	-9.11%	-6.45	31 / 35	Q4
YTD	-14.76%	-9.27%	-5.50	32 / 35	Q4
1Y	-11.17%	-4.88%	-6.29	33 / 35	Q4
2Y	-7.25%	-0.83%	-6.42	33 / 35	Q4
3Y	+2.00%	+8.36%	-6.36	32 / 35	Q4
4Y	+4.54%	+9.26%	-4.71	29 / 34	Q4
5Y	+2.35%	+7.88%	-5.54	31 / 34	Q4
7Y	+4.09%	+8.83%	-4.74	30 / 34	Q4
10Y	+5.09%	+8.61%	-3.52	25 / 34	Q3
Inception	+5.65%	+8.24%	-2.60	26 / 35	Q3

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	-14.76%	-9.72%	-5.04	31 / 34
2025	-5.58%	+5.20%	-10.78	34 / 34
2024	+7.70%	+12.60%	-4.89	29 / 34
2023	+27.18%	+21.38%	+5.80	5 / 34
2022	-13.63%	+0.25%	-13.89	34 / 34
2021	+18.36%	+23.62%	-5.26	29 / 34
2020	+14.10%	+11.04%	+3.06	15 / 34
2019	+10.09%	+7.65%	+2.44	17 / 35
2018	+0.34%	-3.82%	+4.16	10 / 35
2017	+15.07%	+24.19%	-9.13	33 / 35
2016	-9.51%	+0.01%	-9.52	32 / 33

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

+6.79%

193 windows

min -26.9% · max 55.5%

66% positive

3-Year rolling

+7.00%

168 windows

min -7.0% · max 20.3%

93% positive

5-Year rolling

+7.07%

144 windows

min -5.0% · max 12.8%

99% positive

7-Year rolling

+6.48%

120 windows

min 2.2% · max 9.8%

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

19.84%

3-year · annualised

Sharpe ratio

-0.12

vs risk-free 6.5%

Sortino ratio

-0.15

Downside-only deviation

Max drawdown

-32.00%

Sep 2024 → Mar 2026

% positive months

69.4%

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	₹49.0300	3 Jun 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹51.5053	3 Jun 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹40.6142	2 Jun 2026
Mirae Asset India Opportunities Fund - Dividend Plan	Mirae Asset	₹27.3480	3 Jun 2026
Kotak Large Cap Fund - Growth	Kotak	₹542.4130	3 Jun 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹79.7800	3 Jun 2026
HSBC Equity Fund - Dividend	HSBC	₹40.0004	3 Jun 2026
UTI - Master Share-Growth Option	UTI	₹254.1999	3 Jun 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹317.4700	3 Jun 2026
Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)	Birla Sun Life	₹36.8700	3 Jun 2026

Recent NAVs

Date	NAV
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
22 May 2026	₹25.0800
21 May 2026	₹24.9700
20 May 2026	₹24.9100

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 03 Jun 2026, the NAV of Religare Business Leaders Fund - Dividend is ₹25.0300. 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 -11.17% — -6.29 pp behind the Large Cap Fund category average of -4.88%. The fund ranks #33 of 35 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Religare Business Leaders Fund - Dividend has delivered a CAGR of 2.00% — -6.36 pp behind the Large Cap Fund category average of 8.36%. The fund ranks #32 of 35 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Religare Business Leaders Fund - Dividend has delivered a CAGR of 2.35% — -5.54 pp behind the Large Cap Fund category average of 7.88%. The fund ranks #31 of 34 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Religare Business Leaders Fund - Dividend exactly 10 years ago would be worth approximately ₹164,291 today — a multiplier of 1.64×, based on the 10-year CAGR of 5.09%. The category average over the same window would have grown ₹1 lakh to ₹228,445.

A ₹10,000 monthly SIP in Religare Business Leaders Fund - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹587,005 today. That's an XIRR (money-weighted annualised return) of -0.86%.

A ₹10,000 monthly SIP for 10 years in Religare Business Leaders Fund - Dividend = ₹1,200,000 invested. It would currently be worth ₹1,443,239 (multiplier 1.20×). XIRR: 3.62%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Religare Business Leaders Fund - Dividend ranks #31 out of 34 funds in the Large Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 7.88%; this fund delivered 2.35%.

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 7.07% (best 12.76%, worst -5.01%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is -0.10 — negative risk-adjusted performance.

In calendar year 2025, Religare Business Leaders Fund - Dividend returned -5.58% — lagging the Large Cap Fund category average of 5.20% by 10.78 pp. It ranked #34 of 34 in its category that year.

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: 2.35%.

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