Should I invest in Religare Mid Cap Fund?

We don't give personal investment advice. Religare Mid Cap Fund - Growth Option 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: 20.6%. 5-year CAGR: 19.41%.

Religare

Religare Mid Cap Fund - Growth Option

Latest NAV

₹180.8800

As of

8 Jun 2026

4,700 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	-0.03%	—	—	—	—
2W	-2.11%	—	—	—	—
1M	-3.61%	—	—	—	—
3M	+7.29%	—	—	—	—
6M	-0.37%	—	—	—	—
YTD	-1.66%	—	—	—	—
1Y	+1.60%	—	—	—	—
2Y	+11.65%	—	—	—	—
3Y	+23.31%	—	—	—	—
4Y	+22.93%	—	—	—	—
5Y	+19.41%	—	—	—	—
7Y	+20.61%	—	—	—	—
10Y	+18.05%	—	—	—	—
Inception	+16.28%	—	—	—	—

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	-1.66%	—	—	—
2025	+6.03%	—	—	—
2024	+43.35%	—	—	—
2023	+32.97%	—	—	—
2022	+0.51%	—	—	—
2021	+42.07%	—	—	—
2020	+24.35%	—	—	—
2019	+3.95%	—	—	—
2018	-5.16%	—	—	—
2017	+43.46%	—	—	—
2016	+0.45%	—	—	—

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

+20.52%

221 windows

min -64.2% · max 148.0%

79% positive

3-Year rolling

+18.90%

197 windows

min -3.1% · max 40.8%

97% positive

5-Year rolling

+18.48%

173 windows

min 2.8% · max 31.1%

100% positive

7-Year rolling

+18.25%

148 windows

min 10.8% · max 30.7%

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

16.80%

3-year · annualised

Sharpe ratio

0.95

vs risk-free 6.5%

Sortino ratio

1.90

Downside-only deviation

Max drawdown

-20.27%

Dec 2024 → Feb 2025

% positive months

63.9%

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 Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC MID-CAP OPPORTUNITIES FUND - Dividend Option	HDFC	₹49.3920	8 Jun 2026
SBI Magnum MIDCAP FUND - DIVIDEND	SBI	₹93.7251	8 Jun 2026
ICICI Prudential Emerging Star Fund-Dividend	ICICI Prudential	₹42.0400	8 Jun 2026
Franklin India Prima Fund-Dividend	Franklin Templeton	₹89.1331	8 Jun 2026
Kotak Emerging Equity Scheme - Dividend	Kotak Mahindra	₹75.3280	8 Jun 2026
UTI Mid Cap Fund-Growth Option	UTI	₹293.4262	8 Jun 2026
Taurus Discovery Divided Option	Taurus	₹103.2000	9 Jun 2026
Birla Sun Life MIDCAP Fund-Plan A (Dividend)	Birla Sun Life	₹55.2000	8 Jun 2026
Escorts Opportunities Fund-Dividend	Escorts	₹76.0348	8 Jun 2026
Reliance Growth Fund-Dividend Plan-(D)	Reliance	₹115.2300	8 Jun 2026

Recent NAVs

Date	NAV
8 Jun 2026	₹180.8800
5 Jun 2026	₹183.2300
4 Jun 2026	₹182.7800
3 Jun 2026	₹181.4300
2 Jun 2026	₹182.0300
1 Jun 2026	₹180.9400
29 May 2026	₹183.1500
27 May 2026	₹185.2400
26 May 2026	₹185.0200
25 May 2026	₹184.7800

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 Mid Cap Fund - Growth Option is ₹180.8800. It's a Mid Cap Fund from Religare, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Religare Mid Cap Fund - Growth Option has NAV history starting from 20 Apr 2007, a track record of about 19 years 1 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 Mid Cap Fund - Growth Option is managed by Religare. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Religare Mid Cap Fund - Growth Option has delivered a absolute return of 1.60%.

Over the trailing 3-year window, Religare Mid Cap Fund - Growth Option has delivered a CAGR of 23.31%.

Over the trailing 5-year window, Religare Mid Cap Fund - Growth Option has delivered a CAGR of 19.41%.

₹1 lakh invested in Religare Mid Cap Fund - Growth Option exactly 10 years ago would be worth approximately ₹525,815 today — a multiplier of 5.26×, based on the 10-year CAGR of 18.05%.

A ₹10,000 monthly SIP in Religare Mid Cap Fund - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹955,638 today. That's an XIRR (money-weighted annualised return) of 18.66%.

A ₹10,000 monthly SIP for 10 years in Religare Mid Cap Fund - Growth Option = ₹1,200,000 invested. It would currently be worth ₹3,285,658 (multiplier 2.74×). XIRR: 19.12%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

Religare Mid Cap Fund - Growth Option 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 Mid Cap Fund - Growth Option has experienced over the last 5-year window is 20.57% — its NAV fell from a high on 17 Jan 2022 to a low on 20 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 Mid Cap Fund - Growth Option averaged 18.48% (best 31.09%, worst 2.83%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.74 — reasonable risk-adjusted performance.

In calendar year 2025, Religare Mid Cap Fund - Growth Option returned 6.03%.

Religare Mid Cap Fund - Growth Option 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 Mid Cap Fund - Growth Option 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: 20.6%. 5-year CAGR: 19.41%.

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