Should I invest in Escorts Opportunities Fund?

We don't give personal investment advice. Escorts Opportunities Fund-Growth 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: 26.6%. 5-year CAGR: 15.68%.

Escorts

Escorts Opportunities Fund-Growth

Latest NAV

₹212.4735

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	-0.95%	-1.01%	+0.05	10 / 27	Q2
1W	-1.54%	-0.93%	-0.61	23 / 27	Q4
2W	-3.74%	-3.25%	-0.50	23 / 27	Q4
1M	-0.42%	-2.39%	+1.97	1 / 27	Q1
3M	+11.06%	+4.25%	+6.80	1 / 27	Q1
6M	+2.74%	-0.70%	+3.44	7 / 27	Q2
YTD	+2.37%	-2.87%	+5.24	4 / 27	Q1
1Y	-3.84%	-2.45%	-1.39	18 / 27	Q3
2Y	-5.38%	+1.84%	-7.22	26 / 27	Q4
3Y	+15.64%	+15.52%	+0.12	13 / 27	Q2
4Y	+16.17%	+16.83%	-0.66	15 / 27	Q3
5Y	+15.68%	+13.75%	+1.94	10 / 27	Q2
7Y	+21.31%	+15.96%	+5.35	2 / 27	Q1
10Y	+16.67%	+13.04%	+3.63	8 / 27	Q2
Inception	+11.08%	+10.83%	+0.25	15 / 27	Q3

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	+2.37%	-2.87%	+5.24	4 / 27
2025	-6.14%	+0.65%	-6.79	26 / 27
2024	+18.40%	+23.63%	-5.22	21 / 27
2023	+33.60%	+35.07%	-1.47	15 / 27
2022	+17.13%	+2.50%	+14.63	2 / 27
2021	+48.64%	+38.76%	+9.88	5 / 27
2020	+42.06%	+20.23%	+21.83	1 / 27
2019	-2.96%	-0.75%	-2.21	18 / 27
2018	-1.36%	-14.09%	+12.73	2 / 27
2017	+30.37%	+36.02%	-5.65	21 / 27
2016	-2.84%	+0.99%	-3.83	21 / 27

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

+13.85%

234 windows

min -33.6% · max 94.6%

74% positive

3-Year rolling

+13.13%

210 windows

min -7.5% · max 43.0%

93% positive

5-Year rolling

+13.24%

186 windows

min -1.9% · max 37.9%

97% positive

7-Year rolling

+12.53%

161 windows

min 2.3% · max 25.3%

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

15.47%

3-year · annualised

Sharpe ratio

0.61

vs risk-free 6.5%

Sortino ratio

1.13

Downside-only deviation

Max drawdown

-26.62%

Jul 2024 → Mar 2026

% positive months

58.3%

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 Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC MID-CAP OPPORTUNITIES FUND - Dividend Option	HDFC	₹49.1200	11 Jun 2026
SBI Magnum MIDCAP FUND - DIVIDEND	SBI	₹92.8769	11 Jun 2026
ICICI Prudential Emerging Star Fund-Dividend	ICICI Prudential	₹41.9000	11 Jun 2026
Franklin India Prima Fund-Dividend	Franklin Templeton	₹88.3518	11 Jun 2026
Kotak Emerging Equity Scheme - Dividend	Kotak Mahindra	₹75.1200	11 Jun 2026
UTI Mid Cap Fund-Growth Option	UTI	₹291.5491	11 Jun 2026
Birla Sun Life MIDCAP Fund-Plan A (Dividend)	Birla Sun Life	₹55.0300	11 Jun 2026
Escorts Opportunities Fund-Dividend	Escorts	₹75.5350	11 Jun 2026
Reliance Growth Fund-Dividend Plan-(D)	Reliance	₹114.1580	11 Jun 2026
Religare Mid Cap Fund - Dividend Option	Religare	₹55.9000	11 Jun 2026

Recent NAVs

Date	NAV
11 Jun 2026	₹212.4735
10 Jun 2026	₹213.6542
9 Jun 2026	₹215.7060
8 Jun 2026	₹213.8794
5 Jun 2026	₹217.3679
4 Jun 2026	₹217.3659
3 Jun 2026	₹217.0020
2 Jun 2026	₹218.0660
1 Jun 2026	₹218.1825
29 May 2026	₹219.6910

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 Opportunities Fund-Growth is ₹212.4735. It's a Mid Cap Fund from Escorts, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

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

Over the trailing 1-year window, Escorts Opportunities Fund-Growth has delivered a absolute return of -3.84% — -1.39 pp behind the Mid Cap Fund category average of -2.45%. The fund ranks #18 of 27 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Escorts Opportunities Fund-Growth has delivered a CAGR of 15.64% — +0.12 pp ahead of the Mid Cap Fund category average of 15.52%. The fund ranks #13 of 27 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Escorts Opportunities Fund-Growth has delivered a CAGR of 15.68% — +1.94 pp ahead of the Mid Cap Fund category average of 13.75%. The fund ranks #10 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in Escorts Opportunities Fund-Growth exactly 10 years ago would be worth approximately ₹467,180 today — a multiplier of 4.67×, based on the 10-year CAGR of 16.67%. The category average over the same window would have grown ₹1 lakh to ₹340,684.

A ₹10,000 monthly SIP in Escorts Opportunities Fund-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹802,473 today. That's an XIRR (money-weighted annualised return) of 11.57%.

A ₹10,000 monthly SIP for 10 years in Escorts Opportunities Fund-Growth = ₹1,200,000 invested. It would currently be worth ₹3,135,683 (multiplier 2.61×). XIRR: 18.26%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Escorts Opportunities Fund-Growth ranks #10 out of 27 funds in the Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 13.75%; this fund delivered 15.68%.

The worst peak-to-trough decline Escorts Opportunities Fund-Growth has experienced over the last 5-year window is 26.62% — its NAV fell from a high on 15 Jul 2024 to a low on 23 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 Opportunities Fund-Growth averaged 13.24% (best 37.95%, worst -1.94%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.57 — reasonable risk-adjusted performance.

In calendar year 2025, Escorts Opportunities Fund-Growth returned -6.14% — lagging the Mid Cap Fund category average of 0.65% by 6.79 pp. It ranked #26 of 27 in its category that year.

Escorts Opportunities Fund-Growth 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 Opportunities Fund-Growth 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: 26.6%. 5-year CAGR: 15.68%.

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