Should I invest in Escorts High Yield Equity Plan?

We don't give personal investment advice. Escorts High Yield Equity 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: 25.0%. 5-year CAGR: 15.03%.

Escorts

Escorts High Yield Equity Plan - Growth Option

Latest NAV

₹118.7967

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	30 / 32	Q4
1W	-1.71%	-0.80%	-0.91	32 / 32	Q4
2W	-4.16%	-3.01%	-1.15	32 / 32	Q4
1M	+0.30%	-2.44%	+2.74	1 / 32	Q1
3M	+15.16%	+0.87%	+14.28	2 / 32	Q1
6M	+5.47%	-4.73%	+10.20	2 / 32	Q1
YTD	+4.10%	-6.54%	+10.65	2 / 32	Q1
1Y	+1.27%	-4.77%	+6.04	1 / 32	Q1
2Y	-1.80%	+0.52%	-2.32	22 / 32	Q3
3Y	+17.18%	+12.73%	+4.45	6 / 32	Q1
4Y	+16.81%	+13.82%	+2.99	9 / 32	Q2
5Y	+15.03%	+11.30%	+3.73	5 / 32	Q1
7Y	+18.48%	+13.03%	+5.44	2 / 32	Q1
10Y	+15.48%	+11.42%	+4.06	2 / 32	Q1
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	2 / 32
2025	-2.59%	+2.91%	-5.50	25 / 32
2024	+17.56%	+19.92%	-2.35	21 / 32
2023	+31.52%	+27.73%	+3.80	9 / 32
2022	+12.99%	+2.49%	+10.50	2 / 32
2021	+35.31%	+32.49%	+2.82	12 / 32
2020	+29.11%	+13.97%	+15.14	1 / 32
2019	+2.82%	+4.84%	-2.02	21 / 32
2018	-8.08%	-10.87%	+2.79	12 / 32
2017	+31.80%	+31.34%	+0.46	15 / 32
2016	+12.91%	+2.52%	+10.39	1 / 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

+16.12%

225 windows

min -45.1% · max 74.9%

71% positive

3-Year rolling

+15.90%

200 windows

min -7.6% · max 37.5%

94% positive

5-Year rolling

+15.57%

176 windows

min -0.2% · max 30.7%

99% positive

7-Year rolling

+15.57%

152 windows

min 3.4% · max 21.0%

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

15.28%

3-year · annualised

Sharpe ratio

0.70

vs risk-free 6.5%

Sortino ratio

1.37

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 - Dividend Option	Escorts	₹72.5133	11 Jun 2026

Recent NAVs

Date	NAV
11 Jun 2026	₹118.7967
10 Jun 2026	₹119.6335
9 Jun 2026	₹121.0824
8 Jun 2026	₹119.9067
5 Jun 2026	₹122.3963
4 Jun 2026	₹121.7882
3 Jun 2026	₹121.7123
2 Jun 2026	₹122.1966
1 Jun 2026	₹121.6856
29 May 2026	₹123.2770

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 - Growth Option is ₹118.7967. 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 - Growth 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 - Growth 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 - Growth 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 #1 of 32 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Escorts High Yield Equity Plan - Growth Option has delivered a CAGR of 17.18% — +4.45 pp ahead of the Large & Mid Cap Fund category average of 12.73%. The fund ranks #6 of 32 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Escorts High Yield Equity Plan - Growth Option has delivered a CAGR of 15.03% — +3.73 pp ahead of the Large & Mid Cap Fund category average of 11.30%. The fund ranks #5 of 32 in its category — the top (Q1) quartile.

₹1 lakh invested in Escorts High Yield Equity Plan - Growth Option exactly 10 years ago would be worth approximately ₹421,879 today — a multiplier of 4.22×, based on the 10-year CAGR of 15.48%. 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 - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹829,277 today. That's an XIRR (money-weighted annualised return) of 12.89%.

A ₹10,000 monthly SIP for 10 years in Escorts High Yield Equity Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,779,941 (multiplier 2.32×). XIRR: 16.02%. 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 - Growth Option ranks #5 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 15.03%.

The worst peak-to-trough decline Escorts High Yield Equity Plan - Growth 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 - Growth Option averaged 15.57% (best 30.67%, worst -0.22%). 99% 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 - Growth Option returned -2.59% — lagging the Large & Mid Cap Fund category average of 2.91% by 5.50 pp. It ranked #25 of 32 in its category that year.

Escorts High Yield Equity 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 High Yield Equity 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: 25.0%. 5-year CAGR: 15.03%.

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