Religare
Religare Equity Fund - Growth
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.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
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 | -0.69% | — | — | — | — |
| 2W | -2.08% | — | — | — | — |
| 1M | -2.20% | — | — | — | — |
| 3M | -1.44% | — | — | — | — |
| 6M | -7.26% | — | — | — | — |
| YTD | -7.36% | — | — | — | — |
| 1Y | -5.32% | — | — | — | — |
| 2Y | +1.26% | — | — | — | — |
| 3Y | +8.54% | — | — | — | — |
| 4Y | +9.49% | — | — | — | — |
| 5Y | +7.73% | — | — | — | — |
| 7Y | +8.12% | — | — | — | — |
| 10Y | +8.97% | — | — | — | — |
| Inception | +8.75% | — | — | — | — |
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 | -7.36% | — | — | — |
| 2025 | +2.47% | — | — | — |
| 2024 | +15.98% | — | — | — |
| 2023 | +19.76% | — | — | — |
| 2022 | +4.06% | — | — | — |
| 2021 | +12.88% | — | — | — |
| 2020 | +7.95% | — | — | — |
| 2019 | +8.90% | — | — | — |
| 2018 | -4.13% | — | — | — |
| 2017 | +29.21% | — | — | — |
| 2016 | +2.40% | — | — | — |
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.
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 | 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.
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 Balanced Advantage Fund
Recent NAVs
| Date | NAV |
|---|---|
| 8 Jun 2026 | ₹50.7200 |
| 5 Jun 2026 | ₹51.0200 |
| 4 Jun 2026 | ₹51.0400 |
| 3 Jun 2026 | ₹50.9800 |
| 2 Jun 2026 | ₹51.2500 |
| 1 Jun 2026 | ₹51.0700 |
| 29 May 2026 | ₹51.2300 |
| 27 May 2026 | ₹51.6200 |
| 26 May 2026 | ₹51.6900 |
| 25 May 2026 | ₹51.8000 |
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.
- horizon is 3-5 years — too short for pure equity, too long for pure debt
- wants a single fund that automatically rebalances between equity and debt
- is comfortable trading some upside for lower volatility vs a pure equity fund
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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