Should I invest in Escorts Power & Energy Fund?

We don't give personal investment advice. Escorts Power & Energy 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: 25.1%. 5-year CAGR: 15.98%.

Escorts

Escorts Power & Energy Fund - Dividend Option

Latest NAV

₹74.5642

As of

11 Jun 2026

4,343 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	-0.98%	-0.18%	-0.80	72 / 75	Q4
1W	-0.92%	-0.27%	-0.65	59 / 74	Q4
2W	-2.92%	-1.16%	-1.76	59 / 73	Q4
1M	+1.30%	-0.27%	+1.57	17 / 72	Q1
3M	+12.83%	+4.20%	+8.62	9 / 71	Q1
6M	+7.59%	+5.72%	+1.87	26 / 71	Q2
YTD	+5.23%	+1.77%	+3.46	16 / 71	Q1
1Y	+6.10%	+13.11%	-7.01	31 / 65	Q2
2Y	+0.61%	+8.06%	-7.45	44 / 61	Q3
3Y	+17.68%	+11.09%	+6.59	5 / 55	Q1
4Y	+18.25%	+11.08%	+7.16	3 / 35	Q1
5Y	+15.98%	+10.12%	+5.86	5 / 33	Q1
7Y	+22.27%	+11.11%	+11.15	2 / 28	Q1
10Y	+19.24%	+10.36%	+8.88	2 / 28	Q1
Inception	+12.07%	+8.95%	+3.13	24 / 75	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	+5.23%	-6.65%	+11.89	1 / 27
2025	+2.76%	+2.13%	+0.62	12 / 27
2024	+14.22%	+17.60%	-3.38	21 / 27
2023	+29.91%	+25.30%	+4.61	5 / 27
2022	+10.57%	+0.84%	+9.73	3 / 32
2021	+57.07%	+25.14%	+31.93	1 / 46
2020	+47.46%	+13.07%	+34.39	2 / 50
2019	-3.08%	+4.14%	-7.22	54 / 61
2018	-10.06%	-7.56%	-2.50	25 / 36
2017	+43.56%	+31.98%	+11.58	4 / 36
2016	+6.77%	+1.09%	+5.68	6 / 38

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

+15.64%

203 windows

min -45.2% · max 112.9%

62% positive

3-Year rolling

+13.49%

179 windows

min -26.4% · max 46.3%

79% positive

5-Year rolling

+14.85%

155 windows

min -8.9% · max 36.9%

83% positive

7-Year rolling

+14.32%

130 windows

min -2.8% · max 23.1%

96% 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

15.30%

3-year · annualised

Sharpe ratio

0.73

vs risk-free 6.5%

Sortino ratio

1.42

Downside-only deviation

Max drawdown

-25.09%

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 Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Equity Fund - Dividend Option	HDFC	₹69.5280	11 Jun 2026
SBI Magnum Multicap Fund - Dividend Option	SBI	₹46.2620	10 Jun 2026
ICICI Prudential Flexicap Fund - Growth	ICICI Prudential	₹18.5500	11 Jun 2026
Franklin India Prima Plus-Dividend	Franklin Templeton	₹58.7507	11 Jun 2026
Kotak Flexicap Fund - Growth	Kotak	₹81.4690	11 Jun 2026
HSBC India Opportunities Fund - Dividend	HSBC	₹40.0558	11 Jun 2026
Canara Robeco Equity Diversified-Growth	Canara Robeco	₹321.5200	11 Jun 2026
UTI - Equity Fund-Growth Option	UTI	₹292.2997	11 Jun 2026
Birla Sun Life Equity Fund-Plan A(Dividend)	Birla Sun Life	₹156.0700	11 Jun 2026
Escorts Power & Energy Fund - Growth Option	Escorts	₹104.3265	11 Jun 2026

Recent NAVs

Date	NAV
11 Jun 2026	₹74.5642
10 Jun 2026	₹75.0389
9 Jun 2026	₹75.7830
8 Jun 2026	₹75.1037
5 Jun 2026	₹76.3342
4 Jun 2026	₹75.8927
3 Jun 2026	₹75.7334
2 Jun 2026	₹75.9968
1 Jun 2026	₹75.6509
29 May 2026	₹76.9159

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 11 Jun 2026, the NAV of Escorts Power & Energy Fund - Dividend Option is ₹74.5642. It's a Flexi Cap Fund from Escorts, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Escorts Power & Energy Fund - Dividend Option has NAV history starting from 20 Oct 2008, a track record of about 17 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 Power & Energy Fund - Dividend Option is managed by Escorts. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Escorts Power & Energy Fund - Dividend Option has delivered a absolute return of 6.10% — -7.01 pp behind the Flexi Cap Fund category average of 13.11%. The fund ranks #31 of 65 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Escorts Power & Energy Fund - Dividend Option has delivered a CAGR of 17.68% — +6.59 pp ahead of the Flexi Cap Fund category average of 11.09%. The fund ranks #5 of 55 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Escorts Power & Energy Fund - Dividend Option has delivered a CAGR of 15.98% — +5.86 pp ahead of the Flexi Cap Fund category average of 10.12%. The fund ranks #5 of 33 in its category — the top (Q1) quartile.

₹1 lakh invested in Escorts Power & Energy Fund - Dividend Option exactly 10 years ago would be worth approximately ₹580,971 today — a multiplier of 5.81×, based on the 10-year CAGR of 19.24%. The category average over the same window would have grown ₹1 lakh to ₹268,047.

A ₹10,000 monthly SIP in Escorts Power & Energy Fund - Dividend Option over the last 5 years — total invested ₹600,000 — would be worth ₹850,586 today. That's an XIRR (money-weighted annualised return) of 13.92%.

A ₹10,000 monthly SIP for 10 years in Escorts Power & Energy Fund - Dividend Option = ₹1,200,000 invested. It would currently be worth ₹3,334,209 (multiplier 2.78×). XIRR: 19.39%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Escorts Power & Energy Fund - Dividend Option ranks #5 out of 33 funds in the Flexi Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.12%; this fund delivered 15.98%.

The worst peak-to-trough decline Escorts Power & Energy Fund - Dividend Option has experienced over the last 5-year window is 25.09% — its NAV fell from a high on 27 Sep 2024 to a low on 03 Mar 2025. 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 Power & Energy Fund - Dividend Option averaged 14.85% (best 36.91%, worst -8.94%). 83% of rolling windows ended positive. The 5-year Sharpe ratio is 0.59 — reasonable risk-adjusted performance.

In calendar year 2025, Escorts Power & Energy Fund - Dividend Option returned 2.76% — beating the Flexi Cap Fund category average of 2.13% by 0.62 pp. It ranked #12 of 27 in its category that year.

Escorts Power & Energy 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 Power & Energy 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: 25.1%. 5-year CAGR: 15.98%.

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