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: 2.99%.

Religare

Religare Business Leaders Fund - Dividend

Latest NAV

₹26.4800

As of

3 Jul 2026

4,146 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%	+0.22%	-0.22	32 / 35	Q4
1W	+1.07%	+0.91%	+0.15	14 / 35	Q2
2W	+1.42%	+0.88%	+0.54	13 / 35	Q2
1M	+5.79%	+4.16%	+1.64	4 / 35	Q1
3M	+14.38%	+8.53%	+5.85	2 / 35	Q1
6M	-10.78%	-6.23%	-4.55	31 / 35	Q4
YTD	-10.15%	-5.62%	-4.53	31 / 35	Q4
1Y	-9.35%	-3.71%	-5.63	32 / 35	Q4
2Y	-7.38%	-1.12%	-6.26	32 / 35	Q4
3Y	+1.95%	+8.32%	-6.37	32 / 35	Q4
4Y	+6.99%	+11.34%	-4.36	28 / 34	Q4
5Y	+2.99%	+8.36%	-5.36	30 / 34	Q4
7Y	+5.14%	+9.65%	-4.51	30 / 34	Q4
10Y	+5.62%	+8.85%	-3.22	24 / 34	Q3
Inception	+5.95%	+8.43%	-2.49	25 / 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	-10.15%	-5.96%	-4.19	30 / 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

+6.56%

194 windows

min -26.9% · max 53.2%

64% positive

3-Year rolling

+6.92%

169 windows

min -7.1% · max 20.9%

94% positive

5-Year rolling

+7.01%

145 windows

min -5.0% · max 12.6%

99% positive

7-Year rolling

+6.43%

121 windows

min 2.3% · max 9.7%

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

19.54%

3-year · annualised

Sharpe ratio

-0.13

vs risk-free 6.5%

Sortino ratio

-0.16

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	₹51.9640	3 Jul 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹53.7742	3 Jul 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹42.5205	3 Jul 2026
Mirae Asset India Opportunities Fund - Dividend Plan	Mirae Asset	₹28.8060	3 Jul 2026
Kotak Large Cap Fund - Growth	Kotak	₹568.0890	3 Jul 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹82.7400	3 Jul 2026
HSBC Equity Fund - Dividend	HSBC	₹42.2716	3 Jul 2026
UTI - Master Share-Growth Option	UTI	₹263.6520	3 Jul 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹331.5200	3 Jul 2026
Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)	Birla Sun Life	₹38.4600	3 Jul 2026

Recent NAVs

Date	NAV
3 Jul 2026	₹26.4800
2 Jul 2026	₹26.4800
1 Jul 2026	₹26.3100
30 Jun 2026	₹26.1700
29 Jun 2026	₹26.1800
25 Jun 2026	₹26.2000
24 Jun 2026	₹26.1800
23 Jun 2026	₹25.9800
22 Jun 2026	₹26.2200
19 Jun 2026	₹26.1100

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 Jul 2026, the NAV of Religare Business Leaders Fund - Dividend is ₹26.4800. 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 10 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 -9.35% — -5.63 pp behind the Large Cap Fund category average of -3.71%. The fund ranks #32 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 1.95% — -6.37 pp behind the Large Cap Fund category average of 8.32%. 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 2.99% — -5.36 pp behind the Large Cap Fund category average of 8.36%. The fund ranks #30 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 ₹172,846 today — a multiplier of 1.73×, based on the 10-year CAGR of 5.62%. The category average over the same window would have grown ₹1 lakh to ₹233,466.

A ₹10,000 monthly SIP in Religare Business Leaders Fund - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹616,548 today. That's an XIRR (money-weighted annualised return) of 1.07%.

A ₹10,000 monthly SIP for 10 years in Religare Business Leaders Fund - Dividend = ₹1,200,000 invested. It would currently be worth ₹1,514,622 (multiplier 1.26×). XIRR: 4.55%. 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 #30 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 8.36%; this fund delivered 2.99%.

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 7.01% (best 12.61%, worst -4.99%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is -0.07 — 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: 2.99%.

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