Religare AGILE Fund

Religare AGILE Fund is being managed by Pranav Gokhale. The fund aims to generate capital appreciation by investing in a passive portfolio of stocks selected from the industry leaders. The stock selection would be solely based on a mathematical model. If you have invested in this fund, keep a close watch on its performance. New investors can safely skip this fund.

Where does Religare AGILE Fund invest your money?

Religare AGILE Fund is equity oriented large cap fund which invests your money in stocks of large cap companies. Large cap companies tend to be stable compared to mid cap and small cap companies. Presently this fund has 100% exposure to large companies and close to 1% exposure to cash and cash equivalents.

Suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
Not suitable for what?
  • Creating wealth
  • Lifestyle needs
How has Religare AGILE Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Nov 2007, your value of investments would sadly be around Rs 74,198. The performance has not been better than other mutual funds in this category. 

Assume you had invested Rs 10,000 every month in Religare AGILE Fund through SIP since inception today you would have around Rs 7.49 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

If units are sold within a year from the date of allotment, an exit load of 1% is charged. No exit load applies for units withdrawn post one year. Expense ratio of Religare AGILE Fund is 2.87%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

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