Should I invest in Escorts Growth Plan?

We don't give personal investment advice. Escorts Growth Plan-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: 26.7%. 5-year CAGR: 11.70%.

Escorts

Escorts Growth Plan-GROWTH OPTION

Latest NAV

₹626.6348

As of

11 Jun 2026

4,975 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	-1.01%	-0.78%	-0.22	13 / 15	Q4
1W	-0.91%	-0.91%	+0.00	11 / 15	Q3
2W	-2.70%	-3.25%	+0.55	3 / 15	Q1
1M	-0.90%	-2.50%	+1.60	2 / 15	Q1
3M	+11.94%	+4.07%	+7.86	1 / 15	Q1
6M	+4.56%	-2.32%	+6.88	1 / 15	Q1
YTD	+3.07%	-3.98%	+7.05	1 / 15	Q1
1Y	-1.33%	-5.34%	+4.01	3 / 15	Q1
2Y	-4.25%	-0.99%	-3.27	12 / 15	Q4
3Y	+11.60%	+11.96%	-0.36	10 / 14	Q3
4Y	+12.60%	+13.64%	-1.04	9 / 14	Q3
5Y	+11.70%	+12.06%	-0.37	5 / 11	Q2
7Y	+19.22%	+13.92%	+5.29	1 / 11	Q1
10Y	+17.21%	+12.14%	+5.07	1 / 11	Q1
Inception	+13.01%	+9.34%	+3.67	6 / 15	Q2

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	+3.07%	-3.98%	+7.05	1 / 15
2025	-5.60%	-2.20%	-3.39	10 / 15
2024	+11.28%	+20.09%	-8.81	12 / 14
2023	+24.29%	+29.56%	-5.27	11 / 14
2022	+10.44%	+2.92%	+7.52	3 / 14
2021	+54.48%	+43.14%	+11.34	2 / 11
2020	+43.74%	+14.21%	+29.54	1 / 11
2019	+3.48%	+2.05%	+1.43	5 / 11
2018	-1.06%	-8.46%	+7.40	2 / 11
2017	+37.67%	+32.89%	+4.78	5 / 11
2016	-2.24%	-3.19%	+0.95	6 / 11

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

+18.07%

234 windows

min -60.9% · max 116.0%

71% positive

3-Year rolling

+15.28%

210 windows

min -12.3% · max 44.0%

90% positive

5-Year rolling

+15.54%

186 windows

min -4.4% · max 33.9%

94% positive

7-Year rolling

+15.39%

161 windows

min 2.3% · max 24.3%

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

15.35%

3-year · annualised

Sharpe ratio

0.38

vs risk-free 6.5%

Sortino ratio

0.67

Downside-only deviation

Max drawdown

-26.66%

Jul 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 Multi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Multi Cap Fund - Growth Option	HDFC	₹17.6750	11 Jun 2026
ICICI Prudential Power Plan - Dividend	ICICI Prudential	₹32.4900	11 Jun 2026
Franklin India Multi Cap Fund - Growth	Franklin India	₹10.0565	11 Jun 2026
BARODA PIONEER GROWTH FUND-Dividend Plan	Baroda Pioneer	₹49.2977	11 Jun 2026
Escorts Growth Plan-DIVIDEND OPTION	Escorts	₹71.6637	11 Jun 2026
Reliance Equity Opportunities Fund-Dividend Plan-Dividend Option	Reliance	₹56.6415	11 Jun 2026
Religare MID N SMALL CAP Fund - Dividend Option	Religare	₹108.2500	11 Jun 2026
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)- Income Distribution CUM Capital Withdrawal Option (IDCW)	Sundaram	₹58.6417	11 Jun 2026

Recent NAVs

Date	NAV
11 Jun 2026	₹626.6348
10 Jun 2026	₹630.2481
9 Jun 2026	₹636.6690
8 Jun 2026	₹628.9953
5 Jun 2026	₹640.8851
4 Jun 2026	₹637.5692
3 Jun 2026	₹636.0399
2 Jun 2026	₹636.6108
1 Jun 2026	₹635.0266
29 May 2026	₹641.9994

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 11 Jun 2026, the NAV of Escorts Growth Plan-GROWTH OPTION is ₹626.6348. It's a Multi Cap Fund from Escorts, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Escorts Growth Plan-GROWTH OPTION has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 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.

Escorts Growth Plan-GROWTH OPTION is managed by Escorts. It's classified by AMFI under the 'Multi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Escorts Growth Plan-GROWTH OPTION has delivered a absolute return of -1.33% — +4.01 pp ahead of the Multi Cap Fund category average of -5.34%. The fund ranks #3 of 15 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Escorts Growth Plan-GROWTH OPTION has delivered a CAGR of 11.60% — -0.36 pp behind the Multi Cap Fund category average of 11.96%. The fund ranks #10 of 14 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Escorts Growth Plan-GROWTH OPTION has delivered a CAGR of 11.70% — -0.37 pp behind the Multi Cap Fund category average of 12.06%. The fund ranks #5 of 11 in its category — the second (Q2) quartile.

₹1 lakh invested in Escorts Growth Plan-GROWTH OPTION exactly 10 years ago would be worth approximately ₹489,276 today — a multiplier of 4.89×, based on the 10-year CAGR of 17.21%. The category average over the same window would have grown ₹1 lakh to ₹314,551.

A ₹10,000 monthly SIP in Escorts Growth Plan-GROWTH OPTION over the last 5 years — total invested ₹600,000 — would be worth ₹744,823 today. That's an XIRR (money-weighted annualised return) of 8.58%.

A ₹10,000 monthly SIP for 10 years in Escorts Growth Plan-GROWTH OPTION = ₹1,200,000 invested. It would currently be worth ₹2,906,691 (multiplier 2.42×). XIRR: 16.85%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Escorts Growth Plan-GROWTH OPTION ranks #5 out of 11 funds in the Multi Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.06%; this fund delivered 11.70%.

The worst peak-to-trough decline Escorts Growth Plan-GROWTH OPTION has experienced over the last 5-year window is 26.66% — its NAV fell from a high on 31 Jul 2024 to a low on 31 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, Escorts Growth Plan-GROWTH OPTION averaged 15.54% (best 33.89%, worst -4.35%). 94% of rolling windows ended positive. The 5-year Sharpe ratio is 0.37 — weak risk-adjusted performance.

In calendar year 2025, Escorts Growth Plan-GROWTH OPTION returned -5.60% — lagging the Multi Cap Fund category average of -2.20% by 3.39 pp. It ranked #10 of 15 in its category that year.

Escorts Growth Plan-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. Escorts Growth Plan-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: 26.7%. 5-year CAGR: 11.70%.

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