Should I invest in Religare Business Leaders Fund?

We don't give personal investment advice. Religare Business Leaders 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: 20.2%. 5-year CAGR: 11.86%.

Religare

Religare Business Leaders Fund - Growth

Latest NAV

₹67.5700

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	1 / 35	Q1
1W	-1.01%	-1.72%	+0.71	3 / 35	Q1
2W	+0.94%	-0.38%	+1.31	2 / 35	Q1
1M	+0.06%	-2.02%	+2.07	1 / 35	Q1
3M	-0.32%	-4.81%	+4.49	1 / 35	Q1
6M	-5.36%	-9.11%	+3.75	4 / 35	Q1
YTD	-4.47%	-9.27%	+4.80	2 / 35	Q1
1Y	-0.44%	-4.88%	+4.44	3 / 35	Q1
2Y	+3.54%	-0.83%	+4.37	4 / 35	Q1
3Y	+13.80%	+8.36%	+5.44	1 / 35	Q1
4Y	+13.48%	+9.26%	+4.23	1 / 34	Q1
5Y	+11.86%	+7.88%	+3.98	1 / 34	Q1
7Y	+12.69%	+8.83%	+3.86	1 / 34	Q1
10Y	+12.23%	+8.61%	+3.62	3 / 34	Q1
Inception	+12.09%	+8.24%	+3.85	8 / 35	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	-4.47%	-9.72%	+5.25	1 / 34
2025	+4.99%	+5.20%	-0.21	22 / 34
2024	+20.02%	+12.60%	+7.42	1 / 34
2023	+27.19%	+21.38%	+5.80	4 / 34
2022	-2.99%	+0.25%	-3.24	28 / 34
2021	+32.26%	+23.62%	+8.64	2 / 34
2020	+14.13%	+11.04%	+3.09	14 / 34
2019	+10.05%	+7.65%	+2.41	18 / 35
2018	+0.33%	-3.82%	+4.15	12 / 35
2017	+27.35%	+24.19%	+3.16	18 / 35
2016	+2.57%	+0.01%	+2.56	10 / 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

+13.41%

193 windows

min -26.9% · max 66.2%

82% positive

3-Year rolling

+13.06%

168 windows

min -3.8% · max 25.0%

99% positive

5-Year rolling

+13.29%

144 windows

min -0.6% · max 21.9%

99% positive

7-Year rolling

+12.53%

120 windows

min 7.8% · max 15.5%

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

13.93%

3-year · annualised

Sharpe ratio

0.54

vs risk-free 6.5%

Sortino ratio

0.82

Downside-only deviation

Max drawdown

-18.68%

Sep 2024 → Feb 2025

% positive months

72.2%

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	₹67.5700
2 Jun 2026	₹67.8000
1 Jun 2026	₹67.3400
29 May 2026	₹68.0100
27 May 2026	₹68.8300
26 May 2026	₹68.4900
25 May 2026	₹68.7000
22 May 2026	₹67.7000
21 May 2026	₹67.4000
20 May 2026	₹67.2400

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 - Growth is ₹67.5700. 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 - Growth 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 - Growth 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 - Growth has delivered a absolute return of -0.44% — +4.44 pp ahead of the Large Cap Fund category average of -4.88%. The fund ranks #3 of 35 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Religare Business Leaders Fund - Growth has delivered a CAGR of 13.80% — +5.44 pp ahead of the Large Cap Fund category average of 8.36%. The fund ranks #1 of 35 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Religare Business Leaders Fund - Growth has delivered a CAGR of 11.86% — +3.98 pp ahead of the Large Cap Fund category average of 7.88%. The fund ranks #1 of 34 in its category — the top (Q1) quartile.

₹1 lakh invested in Religare Business Leaders Fund - Growth exactly 10 years ago would be worth approximately ₹316,971 today — a multiplier of 3.17×, based on the 10-year CAGR of 12.23%. 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 - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹775,886 today. That's an XIRR (money-weighted annualised return) of 10.21%.

A ₹10,000 monthly SIP for 10 years in Religare Business Leaders Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹2,296,744 (multiplier 1.91×). XIRR: 12.46%. 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 - Growth ranks #1 out of 34 funds in the Large Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 7.88%; this fund delivered 11.86%.

The worst peak-to-trough decline Religare Business Leaders Fund - Growth has experienced over the last 5-year window is 20.23% — its NAV fell from a high on 17 Jan 2022 to a low on 17 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 Business Leaders Fund - Growth averaged 13.29% (best 21.92%, worst -0.60%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.41 — weak risk-adjusted performance.

In calendar year 2025, Religare Business Leaders Fund - Growth returned 4.99% — lagging the Large Cap Fund category average of 5.20% by 0.21 pp. It ranked #22 of 34 in its category that year.

Religare Business Leaders 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 Business Leaders 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: 20.2%. 5-year CAGR: 11.86%.

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