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: 13.29%.

Escorts

Escorts Leading Sectors Fund - Dividend Option

Latest NAV

₹69.8510

As of

17 Jul 2026

4,401 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	-0.03%	+0.41%	-0.44	14 / 17	Q4
1W	+1.44%	+0.17%	+1.26	2 / 17	Q1
2W	+1.65%	+0.42%	+1.23	2 / 17	Q1
1M	+3.54%	+2.20%	+1.34	2 / 17	Q1
3M	+13.79%	+3.98%	+9.80	2 / 17	Q1
6M	+11.84%	+0.07%	+11.77	1 / 17	Q1
YTD	+8.42%	-1.44%	+9.86	1 / 17	Q1
1Y	+8.49%	+0.45%	+8.03	3 / 17	Q1
2Y	+0.99%	+0.23%	+0.76	7 / 17	Q2
3Y	+14.33%	+10.71%	+3.62	4 / 17	Q1
4Y	+16.12%	+12.62%	+3.50	4 / 17	Q1
5Y	+13.29%	+10.55%	+2.74	4 / 16	Q1
7Y	+16.99%	+12.43%	+4.56	2 / 16	Q1
10Y	+12.56%	+10.17%	+2.39	7 / 16	Q2
Inception	+11.66%	+8.36%	+3.30	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	+8.42%	-1.44%	+9.86	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

+16.59%

206 windows

min -32.1% · max 81.7%

73% positive

3-Year rolling

+13.90%

182 windows

min -7.1% · max 34.9%

91% positive

5-Year rolling

+13.97%

158 windows

min -3.4% · max 29.5%

97% positive

7-Year rolling

+13.01%

133 windows

min 7.4% · max 20.7%

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

13.88%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

0.95

Downside-only deviation

Max drawdown

-25.70%

Sep 2024 → Mar 2026

% positive months

66.7%

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	₹23.8110	17 Jul 2026
SBI MSFU EMERGING BUSINESSES FUND - DIVIDEND	SBI	₹72.0370	17 Jul 2026
Franklin India High Growth Companies Fund - Dividend Plan	Franklin Templeton	₹34.0582	17 Jul 2026
Birla Sun Life Top 100 Fund -Dividend Option	Birla Sun Life	₹25.0968	17 Jul 2026
Escorts Leading Sectors Fund - Growth Option	Escorts	₹93.9427	17 Jul 2026
IDFC Imperial Equity Fund-Plan A - Dividend	IDFC	₹18.9440	17 Jul 2026
JM Core 11 Fund - Series 1 - Dividend option	JM Financial	₹20.1203	17 Jul 2026
Reliance Long Term Equity Fund -Dividend Plan Dividend Option	Reliance	₹32.9706	17 Jul 2026
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Sundaram	₹162.5625	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹69.8510
16 Jul 2026	₹69.8692
15 Jul 2026	₹69.4629
14 Jul 2026	₹69.4076
13 Jul 2026	₹69.2190
10 Jul 2026	₹68.8607
9 Jul 2026	₹68.0673
8 Jul 2026	₹67.3416
7 Jul 2026	₹68.1852
6 Jul 2026	₹68.9511

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 Leading Sectors Fund - Dividend Option is ₹69.8510. 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 10 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 8.49% — +8.03 pp ahead of the Focused Fund category average of 0.45%. 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 14.33% — +3.62 pp ahead of the Focused Fund category average of 10.71%. 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 13.29% — +2.74 pp ahead of the Focused Fund category average of 10.55%. The fund ranks #4 of 16 in its category — the top (Q1) quartile.

₹1 lakh invested in Escorts Leading Sectors Fund - Dividend Option exactly 10 years ago would be worth approximately ₹326,367 today — a multiplier of 3.26×, based on the 10-year CAGR of 12.56%. The category average over the same window would have grown ₹1 lakh to ₹263,387.

A ₹10,000 monthly SIP in Escorts Leading Sectors Fund - Dividend Option over the last 5 years — total invested ₹600,000 — would be worth ₹828,330 today. That's an XIRR (money-weighted annualised return) of 12.85%.

A ₹10,000 monthly SIP for 10 years in Escorts Leading Sectors Fund - Dividend Option = ₹1,200,000 invested. It would currently be worth ₹2,583,489 (multiplier 2.15×). XIRR: 14.66%. 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 #4 out of 16 funds in the Focused Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.55%; this fund delivered 13.29%.

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 13.97% (best 29.52%, worst -3.44%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.46 — 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: 13.29%.

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