Should I invest in Escorts Tax Plan?

We don't give personal investment advice. Escorts Tax Plan-Dividend 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: 26.2%. 5-year CAGR: 14.90%.

Escorts

Escorts Tax Plan-Dividend

Latest NAV

₹53.5590

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	-0.98%	-2.41%	+1.43	84 / 90	Q4
1W	-1.08%	-3.61%	+2.53	65 / 87	Q3
2W	-2.99%	-5.04%	+2.04	65 / 87	Q3
1M	+0.17%	-5.87%	+6.04	14 / 87	Q1
3M	+10.02%	-4.32%	+14.34	4 / 87	Q1
6M	+4.49%	-3.69%	+8.18	22 / 89	Q1
YTD	+2.17%	-5.59%	+7.76	20 / 89	Q1
1Y	+5.44%	-0.02%	+5.47	26 / 87	Q2
2Y	-0.35%	-0.43%	+0.08	53 / 86	Q3
3Y	+16.51%	+5.76%	+10.74	7 / 81	Q1
4Y	+16.24%	+8.15%	+8.08	9 / 78	Q1
5Y	+14.90%	+6.68%	+8.22	9 / 77	Q1
7Y	+22.45%	+8.80%	+13.66	1 / 75	Q1
10Y	+14.68%	+8.08%	+6.59	9 / 69	Q1
Inception	+6.87%	+5.83%	+1.04	51 / 91	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	+2.17%	-7.86%	+10.03	2 / 47
2025	+6.25%	+1.54%	+4.72	13 / 47
2024	+8.80%	+18.17%	-9.38	44 / 47
2023	+29.90%	+23.46%	+6.45	9 / 49
2022	+12.36%	+0.75%	+11.61	2 / 52
2021	+59.00%	+28.91%	+30.09	1 / 54
2020	+47.10%	+11.40%	+35.70	2 / 56
2019	+2.58%	+2.03%	+0.55	33 / 59
2018	-13.92%	-9.68%	-4.24	44 / 61
2017	+11.38%	+29.95%	-18.57	59 / 65
2016	+3.66%	-0.31%	+3.97	18 / 70

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

+11.80%

234 windows

min -69.2% · max 126.8%

62% positive

3-Year rolling

+9.39%

210 windows

min -24.0% · max 48.6%

65% positive

5-Year rolling

+9.42%

186 windows

min -16.3% · max 36.7%

80% positive

7-Year rolling

+8.87%

161 windows

min -10.1% · max 23.7%

84% 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

15.03%

3-year · annualised

Sharpe ratio

0.68

vs risk-free 6.5%

Sortino ratio

1.25

Downside-only deviation

Max drawdown

-26.20%

Sep 2024 → Mar 2025

% positive months

63.9%

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 ELSS

Scheme	Fund house	NAV	As of
HDFC TaxSaver-Dividend Plan	HDFC	₹63.4980	11 Jun 2026
NIPPON INDIA ELSS TAX SAVER FUND - ANNUAL IDCW Option	Nippon India	₹19.7041	11 Jun 2026
SBI MAGNUM TAXGAIN SCHEME 1993 - DIVIDEND	SBI	₹84.4851	11 Jun 2026
ICICI Prudential Long Term Wealth Enhancement Fund - IDCW Option	ICICI Prudential	₹27.0700	11 Jun 2026
Quantum Tax Saving Fund - Dividend	Quantum	₹119.6200	11 Jun 2026
Motilal Oswal ELSS Tax Saver Fund - IDCW Payout	Motilal Oswal	₹29.0447	11 Jun 2026
Franklin India Taxshield-Dividend	Franklin Templeton	₹57.2961	11 Jun 2026
Kotak Tax Saver-Scheme-Dividend	Kotak Mahindra	₹40.8380	11 Jun 2026
EDELWEISS ELSS FUND - Dividend Option	Edelweiss	₹28.9200	11 Jun 2026
DSP BlackRock Tax Saver Fund - Dividend	DSP BlackRock	₹21.1670	11 Jun 2026

Recent NAVs

Date	NAV
11 Jun 2026	₹53.5590
10 Jun 2026	₹53.9373
9 Jun 2026	₹54.4720
8 Jun 2026	₹54.0561
5 Jun 2026	₹54.8211
4 Jun 2026	₹54.5157
3 Jun 2026	₹54.5265
2 Jun 2026	₹54.9209
1 Jun 2026	₹54.6972
29 May 2026	₹55.3615

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 Tax Plan-Dividend is ₹53.5590. It's a ELSS from Escorts, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Escorts Tax Plan-Dividend 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 Tax Plan-Dividend is managed by Escorts. It's classified by AMFI under the 'ELSS' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Escorts Tax Plan-Dividend has delivered a absolute return of 5.44% — +5.47 pp ahead of the ELSS category average of -0.02%. The fund ranks #26 of 87 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Escorts Tax Plan-Dividend has delivered a CAGR of 16.51% — +10.74 pp ahead of the ELSS category average of 5.76%. The fund ranks #7 of 81 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Escorts Tax Plan-Dividend has delivered a CAGR of 14.90% — +8.22 pp ahead of the ELSS category average of 6.68%. The fund ranks #9 of 77 in its category — the top (Q1) quartile.

₹1 lakh invested in Escorts Tax Plan-Dividend exactly 10 years ago would be worth approximately ₹393,380 today — a multiplier of 3.93×, based on the 10-year CAGR of 14.68%. The category average over the same window would have grown ₹1 lakh to ₹217,576.

A ₹10,000 monthly SIP in Escorts Tax Plan-Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹825,101 today. That's an XIRR (money-weighted annualised return) of 12.69%.

A ₹10,000 monthly SIP for 10 years in Escorts Tax Plan-Dividend = ₹1,200,000 invested. It would currently be worth ₹3,170,227 (multiplier 2.64×). XIRR: 18.46%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Escorts Tax Plan-Dividend ranks #9 out of 77 funds in the ELSS category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 6.68%; this fund delivered 14.90%.

The worst peak-to-trough decline Escorts Tax Plan-Dividend has experienced over the last 5-year window is 26.20% — its NAV fell from a high on 27 Sep 2024 to a low on 03 Mar 2025. 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 Tax Plan-Dividend averaged 9.42% (best 36.69%, worst -16.25%). 80% of rolling windows ended positive. The 5-year Sharpe ratio is 0.55 — reasonable risk-adjusted performance.

In calendar year 2025, Escorts Tax Plan-Dividend returned 6.25% — beating the ELSS category average of 1.54% by 4.72 pp. It ranked #13 of 47 in its category that year.

Escorts Tax Plan-Dividend 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 Tax Plan-Dividend 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: 26.2%. 5-year CAGR: 14.90%.

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