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: 15.70%.

Escorts

Escorts High Yield Equity Plan - Growth Option

Latest NAV

₹121.7123

As of

3 Jun 2026

4,811 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

Add another fund to compare

No matches.

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	-0.40%	+0.11%	-0.51	27 / 32	Q4
1W	-2.50%	-1.76%	-0.74	32 / 32	Q4
2W	+1.39%	-0.27%	+1.66	2 / 32	Q1
1M	+3.02%	-1.02%	+4.04	2 / 32	Q1
3M	+16.86%	-1.18%	+18.05	2 / 32	Q1
6M	+6.43%	-5.43%	+11.86	2 / 32	Q1
YTD	+5.91%	-5.57%	+11.48	2 / 32	Q1
1Y	+6.16%	-1.21%	+7.37	1 / 32	Q1
2Y	-1.52%	+1.22%	-2.74	23 / 32	Q3
3Y	+18.20%	+13.45%	+4.75	6 / 32	Q1
4Y	+16.92%	+13.62%	+3.29	9 / 32	Q2
5Y	+15.70%	+11.89%	+3.81	5 / 32	Q1
7Y	+18.39%	+12.99%	+5.40	2 / 32	Q1
10Y	+15.73%	+11.48%	+4.25	1 / 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	+5.91%	-5.57%	+11.48	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

+15.91%

225 windows

min -45.0% · max 84.0%

70% positive

3-Year rolling

+15.77%

200 windows

min -7.4% · max 37.6%

94% positive

5-Year rolling

+15.51%

176 windows

min -1.2% · max 30.0%

99% positive

7-Year rolling

+15.47%

152 windows

min 3.1% · max 20.5%

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

17.99%

3-year · annualised

Sharpe ratio

0.67

vs risk-free 6.5%

Sortino ratio

1.27

Downside-only deviation

Max drawdown

-25.01%

Sep 2024 → Mar 2026

% 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 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
3 Jun 2026	₹121.7123
2 Jun 2026	₹122.1966
1 Jun 2026	₹121.6856
29 May 2026	₹123.2770
27 May 2026	₹124.8301
26 May 2026	₹124.2094
25 May 2026	₹122.7701
22 May 2026	₹120.6968
21 May 2026	₹121.1745
20 May 2026	₹120.0400

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 03 Jun 2026, the NAV of Escorts High Yield Equity Plan - Growth Option is ₹121.7123. 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 6.16% — +7.37 pp ahead of the Large & Mid Cap Fund category average of -1.21%. 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 18.20% — +4.75 pp ahead of the Large & Mid Cap Fund category average of 13.45%. 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 15.70% — +3.81 pp ahead of the Large & Mid Cap Fund category average of 11.89%. 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 ₹430,811 today — a multiplier of 4.31×, based on the 10-year CAGR of 15.73%. 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 - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹845,609 today. That's an XIRR (money-weighted annualised return) of 13.68%.

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 ₹2,840,848 (multiplier 2.37×). XIRR: 16.43%. 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 11.89%; this fund delivered 15.70%.

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 15.51% (best 30.02%, worst -1.21%). 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: 15.70%.

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