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: 15.95%.

Escorts

Escorts High Yield Equity Plan - Growth Option

Latest NAV

₹125.0443

As of

17 Jul 2026

4,842 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	-0.01%	+0.10%	-0.10	21 / 34	Q3
1W	+0.48%	-0.13%	+0.61	2 / 34	Q1
2W	-0.06%	+0.14%	-0.20	22 / 34	Q3
1M	+2.89%	+1.82%	+1.07	6 / 34	Q1
3M	+11.06%	+3.26%	+7.80	2 / 32	Q1
6M	+15.07%	+1.18%	+13.89	2 / 32	Q1
YTD	+8.81%	-0.96%	+9.77	2 / 32	Q1
1Y	+6.76%	+0.04%	+6.72	2 / 32	Q1
2Y	-2.16%	+0.25%	-2.41	24 / 32	Q3
3Y	+16.40%	+12.91%	+3.49	9 / 32	Q2
4Y	+17.61%	+14.69%	+2.92	10 / 32	Q2
5Y	+15.95%	+11.97%	+3.98	5 / 32	Q1
7Y	+19.73%	+14.67%	+5.05	2 / 32	Q1
10Y	+15.64%	+11.54%	+4.10	2 / 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	+8.81%	-0.96%	+9.77	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

+16.28%

226 windows

min -43.8% · max 80.0%

71% positive

3-Year rolling

+15.99%

202 windows

min -8.1% · max 38.1%

94% positive

5-Year rolling

+15.57%

177 windows

min -1.2% · max 31.4%

99% positive

7-Year rolling

+15.70%

153 windows

min 3.8% · 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

15.63%

3-year · annualised

Sharpe ratio

0.64

vs risk-free 6.5%

Sortino ratio

1.10

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	₹347.3020	17 Jul 2026
SBI Magnum Multiplier Plus Scheme - 93 -Dividend	SBI	₹296.1329	17 Jul 2026
ICICI Prudential Growth Plan-Dividend Option	ICICI Prudential	₹30.3600	17 Jul 2026
Franklin India Flexi Cap Fund-Dividend Plan	Franklin Templeton	₹19.8390	17 Jul 2026
Kotak Opportunities---Dividend	Kotak Mahindra	₹62.0890	17 Jul 2026
Canara Robeco Emerging Equities-GROWTH PLAN	Canara Robeco	₹254.8600	17 Jul 2026
UTI - TOP 100 Fund- Growth Option	UTI	₹185.3935	17 Jul 2026
Bharti AXA Equity Fund Eco Plan- Growth	Bharti AXA	₹102.6300	17 Jul 2026
Birla Sun Life Advantage Fund-Plan A (Dividend)	Birla Sun Life	₹135.9000	17 Jul 2026
Escorts High Yield Equity Plan - Dividend Option	Escorts	₹76.3270	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹125.0443
16 Jul 2026	₹125.0539
15 Jul 2026	₹125.1239
14 Jul 2026	₹125.3240
13 Jul 2026	₹124.9740
10 Jul 2026	₹124.4498
9 Jul 2026	₹122.8478
8 Jul 2026	₹121.4145
7 Jul 2026	₹123.2609
6 Jul 2026	₹124.3276

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 17 Jul 2026, the NAV of Escorts High Yield Equity Plan - Growth Option is ₹125.0443. 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 7 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 6.76% — +6.72 pp ahead of the Large & Mid Cap Fund category average of 0.04%. The fund ranks #2 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 16.40% — +3.49 pp ahead of the Large & Mid Cap Fund category average of 12.91%. The fund ranks #9 of 32 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Escorts High Yield Equity Plan - Growth Option has delivered a CAGR of 15.95% — +3.98 pp ahead of the Large & Mid Cap Fund category average of 11.97%. 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 ₹427,605 today — a multiplier of 4.28×, based on the 10-year CAGR of 15.64%. The category average over the same window would have grown ₹1 lakh to ₹297,984.

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 ₹854,670 today. That's an XIRR (money-weighted annualised return) of 14.12%.

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 ₹2,878,895 (multiplier 2.40×). XIRR: 16.68%. 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 11.97%; this fund delivered 15.95%.

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 15.57% (best 31.38%, worst -1.19%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.58 — 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: 15.95%.

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