Religare Business Leaders Fund

Religare Business Leaders Fund is being managed by Vetri Subramaniam. The scheme will invest primarily in equity and equity related instruments including equity derivatives of companies which should be leaders on the respective industry. If you have invested in this fund, keep a close watch on its performance. New investors can safely skip this fund. 

Where does Religare Business Leaders Fund invest your money?

Religare Business Leaders Fund is equity oriented large cap fund which invests your money in socks of large cap companies. Large cap companies tend to be stable compared to mid cap and small cap companies. Presently this fund has 92.88% exposure to large companies and close to 7% exposure to mid sized companies.

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 Business Leaders Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Aug 2009, your value of investments would sadly be around Rs 1.25 lakhs. The performance has been similar to other mutual funds in this category. 

Assume you had invested Rs 10,000 every month in Religare Business Leaders Fund through SIP since inception today you would have around Rs 5.03 lakhs.

How will Religare Business Leaders Fund perform in the future?

Needless to say no one can predict the future of markets. We have firm belief in the future prospects of the Indian economy. If the Indian economy grows at 9% then the leading companies tend to do well. When the companies do well their stock prices follows their performance. So if you expect the economy to grow at 8% then you can expect top performing mutual funds to give you returns in excess of 14%.

Mutual fund schemes that have exposure to mid sized companies tend to show results when their bet on few companies comes true. We advise you to avoid too much of star gazing and future prediction. Be reminded that equities are one of the asset classes that have the potential to beat inflation. Your aim for core portfolio should be to beat inflation.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Recommended
When to exit?

Withdraw when your goals are close to achievement. Do not remove the money when the markets go up or down. Do not panic. Stick to your goals.

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 Business Leaders Fund is 2.92%. 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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