Should I invest in Escorts High Yield Equity Plan?

We don't give personal investment advice. Escorts High Yield Equity Plan - Dividend 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: 25.0%. 5-year CAGR: 15.15%.

Escorts

Escorts High Yield Equity Plan - Dividend Option

Unit split applied to historical metrics

This scheme had a 0.5× unit consolidation on 28 May 2015. Returns, SIP simulations and risk metrics on this page are split-adjusted — they reflect what a real investor's portfolio experienced (a consolidation doesn't change portfolio value, only the unit count and per-unit NAV).

Latest NAV

₹72.5133

As of

11 Jun 2026

4,817 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	-1.20%	-0.69%	-0.51	29 / 32	Q4
1W	-1.71%	-0.80%	-0.91	31 / 32	Q4
2W	-4.16%	-3.01%	-1.15	31 / 32	Q4
1M	+0.30%	-2.44%	+2.74	2 / 32	Q1
3M	+15.16%	+0.87%	+14.28	1 / 32	Q1
6M	+5.47%	-4.73%	+10.20	1 / 32	Q1
YTD	+4.10%	-6.54%	+10.65	1 / 32	Q1
1Y	+1.27%	-4.77%	+6.04	2 / 32	Q1
2Y	-1.80%	+0.52%	-2.32	21 / 32	Q3
3Y	+17.24%	+12.73%	+4.51	5 / 32	Q1
4Y	+16.87%	+13.82%	+3.06	8 / 32	Q1
5Y	+15.15%	+11.30%	+3.85	4 / 32	Q1
7Y	+18.57%	+13.03%	+5.54	1 / 32	Q1
10Y	+13.38%	+11.42%	+1.95	12 / 32	Q2
Inception	—	—	—	—	—

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	+4.10%	-6.54%	+10.65	1 / 32
2025	-2.59%	+2.91%	-5.50	26 / 32
2024	+17.75%	+19.92%	-2.17	19 / 32
2023	+31.59%	+27.73%	+3.87	8 / 32
2022	+13.08%	+2.49%	+10.58	1 / 32
2021	+35.69%	+32.49%	+3.21	10 / 32
2020	+29.10%	+13.97%	+15.13	3 / 32
2019	+2.81%	+4.84%	-2.02	22 / 32
2018	-12.13%	-10.87%	-1.26	17 / 32
2017	+21.62%	+31.34%	-9.73	28 / 32
2016	+5.44%	+2.52%	+2.92	8 / 32

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

+19.70%

225 windows

min -48.4% · max 181.4%

67% positive

3-Year rolling

+19.15%

200 windows

min -10.6% · max 69.3%

87% positive

5-Year rolling

+18.64%

176 windows

min -4.0% · max 39.0%

91% positive

7-Year rolling

+19.14%

152 windows

min -0.4% · max 29.1%

99% 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

15.30%

3-year · annualised

Sharpe ratio

0.70

vs risk-free 6.5%

Sortino ratio

1.38

Downside-only deviation

Max drawdown

-25.01%

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 & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option	HDFC	₹325.1780	11 Jun 2026
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹280.8785	10 Jun 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹28.4200	11 Jun 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹18.5355	11 Jun 2026
Kotak Opportunities---Dividend	Kotak Mahindra	₹57.6390	11 Jun 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹236.2000	11 Jun 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹174.9254	11 Jun 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹96.3900	11 Jun 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹128.1600	11 Jun 2026
Escorts High Yield Equity Plan - Growth Option	Escorts	₹118.7967	11 Jun 2026

Recent NAVs

Date	NAV
11 Jun 2026	₹72.5133
10 Jun 2026	₹73.0241
9 Jun 2026	₹73.9085
8 Jun 2026	₹73.1908
5 Jun 2026	₹74.7105
4 Jun 2026	₹74.3393
3 Jun 2026	₹74.2930
2 Jun 2026	₹74.5886
1 Jun 2026	₹74.2767
29 May 2026	₹75.2481

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 High Yield Equity Plan - Dividend Option is ₹72.5133. It's a Large & Mid Cap Fund from Escorts, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Escorts High Yield Equity Plan - Dividend Option has NAV history starting from 21 Nov 2006, a track record of about 19 years 6 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 High Yield Equity Plan - Dividend Option is managed by Escorts. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Escorts High Yield Equity Plan - Dividend Option has delivered a absolute return of 1.27% — +6.04 pp ahead of the Large & Mid Cap Fund category average of -4.77%. The fund ranks #2 of 32 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Escorts High Yield Equity Plan - Dividend Option has delivered a CAGR of 17.24% — +4.51 pp ahead of the Large & Mid Cap Fund category average of 12.73%. The fund ranks #5 of 32 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Escorts High Yield Equity Plan - Dividend Option has delivered a CAGR of 15.15% — +3.85 pp ahead of the Large & Mid Cap Fund category average of 11.30%. The fund ranks #4 of 32 in its category — the top (Q1) quartile.

₹1 lakh invested in Escorts High Yield Equity Plan - Dividend Option exactly 10 years ago would be worth approximately ₹350,975 today — a multiplier of 3.51×, based on the 10-year CAGR of 13.38%. The category average over the same window would have grown ₹1 lakh to ₹295,000.

A ₹10,000 monthly SIP in Escorts High Yield Equity Plan - Dividend Option over the last 5 years — total invested ₹600,000 — would be worth ₹830,801 today. That's an XIRR (money-weighted annualised return) of 12.97%.

A ₹10,000 monthly SIP for 10 years in Escorts High Yield Equity Plan - Dividend Option = ₹1,200,000 invested. It would currently be worth ₹2,707,073 (multiplier 2.26×). XIRR: 15.53%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Escorts High Yield Equity Plan - Dividend Option ranks #4 out of 32 funds in the Large & Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.30%; this fund delivered 15.15%.

The worst peak-to-trough decline Escorts High Yield Equity Plan - Dividend Option has experienced over the last 5-year window is 25.01% — its NAV fell from a high on 27 Sep 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 High Yield Equity Plan - Dividend Option averaged 18.64% (best 39.04%, worst -4.05%). 91% of rolling windows ended positive. The 5-year Sharpe ratio is 0.55 — reasonable risk-adjusted performance.

In calendar year 2025, Escorts High Yield Equity Plan - Dividend Option returned -2.59% — lagging the Large & Mid Cap Fund category average of 2.91% by 5.50 pp. It ranked #26 of 32 in its category that year.

Escorts High Yield Equity Plan - Dividend 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 High Yield Equity Plan - Dividend 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: 25.0%. 5-year CAGR: 15.15%.

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