Escorts
Escorts Growth Plan-DIVIDEND OPTION
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.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
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 | -0.09% | +0.10% | -0.19 | 13 / 15 | Q4 |
| 1W | -1.81% | -1.85% | +0.04 | 6 / 15 | Q2 |
| 2W | +0.83% | -0.03% | +0.85 | 1 / 15 | Q1 |
| 1M | +2.08% | -0.39% | +2.47 | 1 / 15 | Q1 |
| 3M | +13.37% | +2.69% | +10.68 | 2 / 15 | Q1 |
| 6M | +3.79% | -3.88% | +7.67 | 3 / 15 | Q1 |
| YTD | +4.02% | -2.86% | +6.88 | 2 / 15 | Q1 |
| 1Y | +2.56% | -2.15% | +4.71 | 4 / 15 | Q2 |
| 2Y | -4.22% | -0.24% | -3.99 | 11 / 15 | Q3 |
| 3Y | +12.46% | +12.83% | -0.36 | 9 / 14 | Q3 |
| 4Y | +12.53% | +13.43% | -0.90 | 10 / 14 | Q3 |
| 5Y | +12.18% | +12.72% | -0.54 | 6 / 11 | Q3 |
| 7Y | +19.00% | +13.91% | +5.10 | 2 / 11 | Q1 |
| 10Y | +15.42% | +12.29% | +3.13 | 4 / 11 | Q2 |
| Inception | +7.91% | +9.46% | -1.55 | 10 / 15 | 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 | +4.02% | -2.86% | +6.88 | 2 / 15 |
| 2025 | -5.61% | -2.20% | -3.40 | 11 / 15 |
| 2024 | +11.30% | +20.09% | -8.79 | 11 / 14 |
| 2023 | +24.27% | +29.56% | -5.28 | 12 / 14 |
| 2022 | +10.30% | +2.92% | +7.38 | 4 / 14 |
| 2021 | +54.58% | +43.14% | +11.44 | 1 / 11 |
| 2020 | +43.61% | +14.21% | +29.40 | 2 / 11 |
| 2019 | +3.48% | +2.05% | +1.43 | 6 / 11 |
| 2018 | -7.65% | -8.46% | +0.80 | 5 / 11 |
| 2017 | +26.57% | +32.89% | -6.32 | 9 / 11 |
| 2016 | -7.96% | -3.19% | -4.77 | 10 / 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.
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 | 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.
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
Recent NAVs
| Date | NAV |
|---|---|
| 3 Jun 2026 | ₹72.7393 |
| 2 Jun 2026 | ₹72.8045 |
| 1 Jun 2026 | ₹72.6234 |
| 29 May 2026 | ₹73.4208 |
| 27 May 2026 | ₹74.0806 |
| 26 May 2026 | ₹73.6994 |
| 25 May 2026 | ₹73.2731 |
| 22 May 2026 | ₹72.2181 |
| 21 May 2026 | ₹72.7338 |
| 20 May 2026 | ₹72.1422 |
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.
- 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
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.