Should I invest in Escorts Leading Sectors Fund?

We don't give personal investment advice. Escorts Leading Sectors Fund - Dividend 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: 25.7%. 5-year CAGR: 11.94%.

Escorts

Escorts Leading Sectors Fund - Dividend Option

Latest NAV

₹66.3576

As of

3 Jun 2026

4,370 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	-0.62%	0.00%	-0.61	16 / 17	Q4
1W	-1.64%	-1.64%	+0.00	8 / 17	Q2
2W	+2.58%	+0.15%	+2.43	1 / 17	Q1
1M	+4.16%	-0.91%	+5.08	1 / 17	Q1
3M	+11.24%	+0.03%	+11.21	1 / 17	Q1
6M	+4.36%	-5.71%	+10.07	1 / 17	Q1
YTD	+3.00%	-5.87%	+8.87	1 / 17	Q1
1Y	+6.43%	-1.20%	+7.63	3 / 17	Q1
2Y	-0.27%	+1.07%	-1.34	9 / 17	Q3
3Y	+15.88%	+11.37%	+4.51	4 / 17	Q1
4Y	+14.37%	+11.51%	+2.85	7 / 17	Q2
5Y	+11.94%	+9.97%	+1.98	6 / 16	Q2
7Y	+15.55%	+10.76%	+4.80	1 / 16	Q1
10Y	+12.20%	+10.20%	+2.00	9 / 16	Q3
Inception	+11.42%	+8.11%	+3.31	7 / 17	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	+3.00%	-5.87%	+8.87	1 / 17
2025	+1.00%	+3.05%	-2.05	9 / 17
2024	+11.14%	+16.43%	-5.28	12 / 17
2023	+28.48%	+23.77%	+4.72	5 / 17
2022	+9.97%	+2.25%	+7.72	2 / 17
2021	+35.12%	+29.90%	+5.22	7 / 16
2020	+23.56%	+10.37%	+13.19	2 / 16
2019	+2.51%	+6.11%	-3.61	12 / 16
2018	-14.75%	-12.13%	-2.63	11 / 16
2017	+23.30%	+33.15%	-9.85	14 / 16
2016	-6.64%	-0.16%	-6.48	13 / 16

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

+16.18%

205 windows

min -31.8% · max 88.1%

72% positive

3-Year rolling

+13.83%

180 windows

min -8.6% · max 35.3%

93% positive

5-Year rolling

+14.00%

156 windows

min -5.0% · max 25.5%

98% positive

7-Year rolling

+12.86%

132 windows

min 7.0% · max 21.0%

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

17.68%

3-year · annualised

Sharpe ratio

0.56

vs risk-free 6.5%

Sortino ratio

1.00

Downside-only deviation

Max drawdown

-25.70%

Sep 2024 → Mar 2026

% positive months

58.3%

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 Focused Fund

Scheme	Fund house	NAV	As of
HDFC Core and Satellite Fund - DIVIDEND	HDFC	₹22.2840	3 Jun 2026
SBI MSFU EMERGING BUSINESSES FUND - DIVIDEND	SBI	₹69.6943	2 Jun 2026
Franklin India High Growth Companies Fund - Dividend Plan	Franklin Templeton	₹32.5025	3 Jun 2026
Birla Sun Life Top 100 Fund -Dividend Option	Birla Sun Life	₹23.8037	3 Jun 2026
Escorts Leading Sectors Fund - Growth Option	Escorts	₹89.2444	3 Jun 2026
IDFC Imperial Equity Fund-Plan A - Dividend	IDFC	₹18.2660	3 Jun 2026
JM Core 11 Fund - Series 1 - Dividend option	JM Financial	₹18.9354	3 Jun 2026
Reliance Long Term Equity Fund -Dividend Plan Dividend Option	Reliance	₹31.8014	3 Jun 2026
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Sundaram	₹153.8690	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹66.3576
2 Jun 2026	₹66.7683
1 Jun 2026	₹66.3886
29 May 2026	₹67.3735
27 May 2026	₹67.4639
26 May 2026	₹66.8422
25 May 2026	₹66.3189
22 May 2026	₹65.1650
21 May 2026	₹64.7540
20 May 2026	₹64.6896

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 Leading Sectors Fund - Dividend Option is ₹66.3576. It's a Focused Fund from Escorts, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Escorts Leading Sectors Fund - Dividend Option has NAV history starting from 29 Aug 2008, a track record of about 17 years 9 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 Leading Sectors Fund - Dividend Option is managed by Escorts. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Escorts Leading Sectors Fund - Dividend Option has delivered a absolute return of 6.43% — +7.63 pp ahead of the Focused Fund category average of -1.20%. The fund ranks #3 of 17 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Escorts Leading Sectors Fund - Dividend Option has delivered a CAGR of 15.88% — +4.51 pp ahead of the Focused Fund category average of 11.37%. The fund ranks #4 of 17 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Escorts Leading Sectors Fund - Dividend Option has delivered a CAGR of 11.94% — +1.98 pp ahead of the Focused Fund category average of 9.97%. The fund ranks #6 of 16 in its category — the second (Q2) quartile.

₹1 lakh invested in Escorts Leading Sectors Fund - Dividend Option exactly 10 years ago would be worth approximately ₹316,094 today — a multiplier of 3.16×, based on the 10-year CAGR of 12.20%. The category average over the same window would have grown ₹1 lakh to ₹264,093.

A ₹10,000 monthly SIP in Escorts Leading Sectors Fund - Dividend Option over the last 5 years — total invested ₹600,000 — would be worth ₹798,384 today. That's an XIRR (money-weighted annualised return) of 11.36%.

A ₹10,000 monthly SIP for 10 years in Escorts Leading Sectors Fund - Dividend Option = ₹1,200,000 invested. It would currently be worth ₹2,483,788 (multiplier 2.07×). XIRR: 13.92%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Escorts Leading Sectors Fund - Dividend Option ranks #6 out of 16 funds in the Focused Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 9.97%; this fund delivered 11.94%.

The worst peak-to-trough decline Escorts Leading Sectors Fund - Dividend Option has experienced over the last 5-year window is 25.70% — 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 Leading Sectors Fund - Dividend Option averaged 14.00% (best 25.51%, worst -5.00%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.37 — weak risk-adjusted performance.

In calendar year 2025, Escorts Leading Sectors Fund - Dividend Option returned 1.00% — lagging the Focused Fund category average of 3.05% by 2.05 pp. It ranked #9 of 17 in its category that year.

Escorts Leading Sectors Fund - Dividend 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 Leading Sectors Fund - Dividend 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: 25.7%. 5-year CAGR: 11.94%.

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