Should I invest in Escorts High Yield Equity Plan - Bonus Option?

We don't give personal investment advice. Escorts High Yield Equity Plan - Bonus 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: 24.5%. 5-year CAGR: 14.55%.

Escorts

Escorts High Yield Equity Plan - Bonus Option

Latest NAV

₹102.6509

As of

20 Mar 2026

4,763 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	+0.75%	+0.11%	+0.64	1 / 32	Q1
1W	+0.37%	-1.76%	+2.13	1 / 32	Q1
2W	-1.85%	-0.27%	-1.58	32 / 32	Q4
1M	-6.10%	-1.02%	-5.08	32 / 32	Q4
3M	-10.93%	-1.18%	-9.75	32 / 32	Q4
6M	-10.91%	-5.43%	-5.48	27 / 32	Q4
YTD	-10.87%	-5.57%	-5.31	27 / 32	Q4
1Y	-4.14%	-1.21%	-2.93	21 / 32	Q3
2Y	-1.97%	+1.22%	-3.19	24 / 32	Q3
3Y	+14.58%	+13.45%	+1.12	18 / 32	Q3
4Y	+12.11%	+13.62%	-1.51	21 / 32	Q3
5Y	+14.55%	+11.89%	+2.66	11 / 32	Q2
7Y	+16.05%	+12.99%	+3.06	7 / 32	Q1
10Y	+15.05%	+11.48%	+3.57	5 / 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	-10.87%	-5.57%	-5.31	27 / 32
2025	-2.60%	+2.91%	-5.50	27 / 32
2024	+17.65%	+19.92%	-2.27	20 / 32
2023	+31.62%	+27.73%	+3.90	7 / 32
2022	+12.98%	+2.49%	+10.48	3 / 32
2021	+35.47%	+32.49%	+2.98	11 / 32
2020	+29.10%	+13.97%	+15.13	2 / 32
2019	+2.82%	+4.84%	-2.02	20 / 32
2018	-8.08%	-10.87%	+2.79	13 / 32
2017	+31.65%	+31.34%	+0.31	16 / 32
2016	+12.84%	+2.52%	+10.32	2 / 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

+16.63%

222 windows

min -43.5% · max 79.5%

71% positive

3-Year rolling

+16.00%

198 windows

min -8.1% · max 37.5%

94% positive

5-Year rolling

+15.59%

173 windows

min -1.2% · max 31.0%

99% positive

7-Year rolling

+15.65%

149 windows

min 3.9% · max 20.9%

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

15.05%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

0.91

Downside-only deviation

Max drawdown

-24.55%

Sep 2024 → Mar 2025

% positive months

75.0%

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	₹329.5320	3 Jun 2026
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹282.7709	2 Jun 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹28.9300	3 Jun 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹18.7310	3 Jun 2026
Kotak Opportunities---Dividend	Kotak Mahindra	₹58.2030	3 Jun 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹239.5300	3 Jun 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹177.6776	3 Jun 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹97.8700	3 Jun 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹129.9500	3 Jun 2026
Escorts High Yield Equity Plan - Dividend Option	Escorts	₹74.2930	3 Jun 2026

Recent NAVs

Date	NAV
20 Mar 2026	₹102.6509
19 Mar 2026	₹101.8895
18 Mar 2026	₹104.9352
17 Mar 2026	₹104.1186
16 Mar 2026	₹102.8172
13 Mar 2026	₹102.2689
12 Mar 2026	₹104.6698
11 Mar 2026	₹104.0933
10 Mar 2026	₹104.8543
9 Mar 2026	₹103.4984

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 20 Mar 2026, the NAV of Escorts High Yield Equity Plan - Bonus Option is ₹102.6509. 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 - Bonus 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 - Bonus 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 - Bonus Option has delivered a absolute return of -4.14% — -2.93 pp behind the Large & Mid Cap Fund category average of -1.21%. The fund ranks #21 of 32 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Escorts High Yield Equity Plan - Bonus Option has delivered a CAGR of 14.58% — +1.12 pp ahead of the Large & Mid Cap Fund category average of 13.45%. The fund ranks #18 of 32 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Escorts High Yield Equity Plan - Bonus Option has delivered a CAGR of 14.55% — +2.66 pp ahead of the Large & Mid Cap Fund category average of 11.89%. The fund ranks #11 of 32 in its category — the second (Q2) quartile.

₹1 lakh invested in Escorts High Yield Equity Plan - Bonus Option exactly 10 years ago would be worth approximately ₹406,403 today — a multiplier of 4.06×, based on the 10-year CAGR of 15.05%. The category average over the same window would have grown ₹1 lakh to ₹296,438.

A ₹10,000 monthly SIP in Escorts High Yield Equity Plan - Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹743,490 today. That's an XIRR (money-weighted annualised return) of 8.51%.

A ₹10,000 monthly SIP for 10 years in Escorts High Yield Equity Plan - Bonus Option = ₹1,200,000 invested. It would currently be worth ₹2,480,203 (multiplier 2.07×). XIRR: 13.90%. 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 - Bonus Option ranks #11 out of 32 funds in the Large & Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.89%; this fund delivered 14.55%.

The worst peak-to-trough decline Escorts High Yield Equity Plan - Bonus Option has experienced over the last 5-year window is 24.55% — its NAV fell from a high on 27 Sep 2024 to a low on 04 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 High Yield Equity Plan - Bonus Option averaged 15.59% (best 30.95%, worst -1.17%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.53 — reasonable risk-adjusted performance.

In calendar year 2025, Escorts High Yield Equity Plan - Bonus Option returned -2.60% — lagging the Large & Mid Cap Fund category average of 2.91% by 5.50 pp. It ranked #27 of 32 in its category that year.

Escorts High Yield Equity Plan - Bonus 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 - Bonus 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: 24.5%. 5-year CAGR: 14.55%.

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