Should I invest in Escorts Income Bond?

We don't give personal investment advice. Escorts Income Bond-Growth 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: 25.7%. 5-year CAGR: 18.22%.

Escorts

Escorts Income Bond-Growth

Latest NAV

₹286.0654

As of

17 Jul 2026

4,996 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	-0.53%	-0.42%	-0.10	3 / 4	Q3
1W	-0.18%	-0.23%	+0.06	3 / 4	Q3
2W	-0.07%	+0.17%	-0.24	2 / 4	Q2
1M	+4.40%	+3.18%	+1.22	1 / 4	Q1
3M	+15.03%	+10.66%	+4.37	1 / 4	Q1
6M	+17.71%	+9.51%	+8.20	1 / 4	Q1
YTD	+12.69%	+5.59%	+7.10	1 / 4	Q1
1Y	+8.04%	+1.03%	+7.01	1 / 4	Q1
2Y	+1.90%	-2.41%	+4.31	1 / 4	Q1
3Y	+19.57%	+12.66%	+6.91	2 / 4	Q2
4Y	+24.16%	+17.46%	+6.70	2 / 4	Q2
5Y	+18.22%	+12.95%	+5.27	2 / 4	Q2
7Y	+31.08%	+22.90%	+8.18	2 / 4	Q2
10Y	+19.95%	+15.55%	+4.39	1 / 4	Q1
Inception	+14.51%	+12.61%	+1.89	2 / 4	Q2

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	+12.69%	+5.59%	+7.10	1 / 4
2025	-3.00%	-7.59%	+4.58	1 / 4
2024	+21.78%	+16.81%	+4.97	2 / 4
2023	+44.62%	+39.33%	+5.28	2 / 4
2022	+9.50%	+3.79%	+5.70	2 / 4
2021	+86.26%	+73.65%	+12.61	2 / 4
2020	+73.93%	+48.87%	+25.06	1 / 4
2019	-23.70%	-17.40%	-6.31	4 / 4
2018	+2.63%	-9.04%	+11.67	1 / 4
2017	+4.88%	+28.75%	-23.86	3 / 4
2016	+10.10%	+2.11%	+8.00	1 / 4

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

+18.14%

236 windows

min -38.6% · max 203.1%

83% positive

3-Year rolling

+16.09%

211 windows

min -13.9% · max 66.4%

93% positive

5-Year rolling

+15.42%

187 windows

min -5.6% · max 51.7%

97% positive

7-Year rolling

+13.63%

163 windows

min -1.5% · max 31.1%

98% 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

17.76%

3-year · annualised

Sharpe ratio

0.74

vs risk-free 6.5%

Sortino ratio

1.20

Downside-only deviation

Max drawdown

-24.73%

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 Small Cap Fund

Scheme	Fund house	NAV	As of
HDFC Small Cap Fund - IDCW Option	HDFC	₹40.6320	17 Jul 2026
NIPPON INDIA SMALL CAP FUND - Direct Plan - IDCW Option	Nippon India	₹108.2762	17 Jul 2026
SBI Small Cap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹142.5935	17 Jul 2026
ICICI Prudential Smallcap Fund - Direct Plan - IDCW	ICICI Prudential	₹69.5500	17 Jul 2026
Invesco India Smallcap Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹39.1700	17 Jul 2026
BANDHAN SMALL CAP FUND - DIRECT PLAN IDCW	Bandhan	₹38.6450	17 Jul 2026
quant Small Cap Fund - IDCW Option - Direct Plan	Quant	₹245.0357	17 Jul 2026
Aditya Birla Sun Life Small Cap Fund -Direct - IDCW	Aditya Birla Sun Life	₹76.8382	17 Jul 2026
Motilal Oswal Small Cap Fund - Direct IDCW	Motilal Oswal	₹16.8394	17 Jul 2026
Franklin India Small Cap Fund - Direct - IDCW	Franklin India	₹52.9724	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹286.0654
16 Jul 2026	₹287.5800
15 Jul 2026	₹288.1802
14 Jul 2026	₹286.6967
13 Jul 2026	₹287.6893
10 Jul 2026	₹286.5721
9 Jul 2026	₹283.5231
8 Jul 2026	₹280.5542
7 Jul 2026	₹286.5556
6 Jul 2026	₹288.4233

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 Income Bond-Growth is ₹286.0654. It's a Small Cap Fund from Escorts, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Escorts Income Bond-Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 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 Income Bond-Growth is managed by Escorts. It's classified by AMFI under the 'Small Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Escorts Income Bond-Growth has delivered a absolute return of 8.04% — +7.01 pp ahead of the Small Cap Fund category average of 1.03%. The fund ranks #1 of 4 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Escorts Income Bond-Growth has delivered a CAGR of 19.57% — +6.91 pp ahead of the Small Cap Fund category average of 12.66%. The fund ranks #2 of 4 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Escorts Income Bond-Growth has delivered a CAGR of 18.22% — +5.27 pp ahead of the Small Cap Fund category average of 12.95%. The fund ranks #2 of 4 in its category — the second (Q2) quartile.

₹1 lakh invested in Escorts Income Bond-Growth exactly 10 years ago would be worth approximately ₹616,403 today — a multiplier of 6.16×, based on the 10-year CAGR of 19.95%. The category average over the same window would have grown ₹1 lakh to ₹424,469.

A ₹10,000 monthly SIP in Escorts Income Bond-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹949,212 today. That's an XIRR (money-weighted annualised return) of 18.40%.

A ₹10,000 monthly SIP for 10 years in Escorts Income Bond-Growth = ₹1,200,000 invested. It would currently be worth ₹4,411,153 (multiplier 3.68×). XIRR: 24.57%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Escorts Income Bond-Growth ranks #2 out of 4 funds in the Small Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.95%; this fund delivered 18.22%.

The worst peak-to-trough decline Escorts Income Bond-Growth has experienced over the last 5-year window is 25.66% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. 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 Income Bond-Growth averaged 15.42% (best 51.72%, worst -5.64%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.63 — reasonable risk-adjusted performance.

In calendar year 2025, Escorts Income Bond-Growth returned -3.00% — beating the Small Cap Fund category average of -7.59% by 4.58 pp. It ranked #1 of 4 in its category that year.

Escorts Income Bond-Growth 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 Income Bond-Growth 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: 25.7%. 5-year CAGR: 18.22%.

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