Should I invest in Escorts Tax Plan?

We don't give personal investment advice. Escorts Tax Plan-Dividend 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: 26.2%. 5-year CAGR: 14.91%.

Escorts

Escorts Tax Plan-Dividend

Latest NAV

₹56.6447

As of

17 Jul 2026

5,000 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	+0.33%	-1.95%	+2.28	39 / 90	Q2
1W	+0.85%	-3.22%	+4.06	13 / 87	Q1
2W	+0.81%	-3.57%	+4.38	21 / 87	Q1
1M	+2.72%	-3.98%	+6.69	10 / 87	Q1
3M	+7.97%	-3.29%	+11.26	8 / 87	Q1
6M	+11.91%	-1.04%	+12.95	15 / 89	Q1
YTD	+7.30%	-3.07%	+10.37	16 / 89	Q1
1Y	+10.56%	+2.32%	+8.25	22 / 87	Q2
2Y	-0.33%	-0.75%	+0.42	45 / 86	Q3
3Y	+16.44%	+5.77%	+10.67	8 / 81	Q1
4Y	+17.40%	+8.62%	+8.78	6 / 78	Q1
5Y	+14.91%	+7.06%	+7.85	10 / 77	Q1
7Y	+23.62%	+9.74%	+13.87	1 / 75	Q1
10Y	+14.88%	+8.09%	+6.79	7 / 69	Q1
Inception	+7.09%	+5.96%	+1.13	51 / 91	Q3

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	+7.30%	-3.09%	+10.39	1 / 47
2025	+6.25%	+1.54%	+4.72	13 / 47
2024	+8.80%	+18.17%	-9.38	44 / 47
2023	+29.90%	+23.46%	+6.45	9 / 49
2022	+12.36%	+0.75%	+11.61	2 / 52
2021	+59.00%	+28.91%	+30.09	1 / 54
2020	+47.10%	+11.40%	+35.70	2 / 56
2019	+2.58%	+2.03%	+0.55	33 / 59
2018	-13.92%	-9.68%	-4.24	44 / 61
2017	+11.38%	+29.95%	-18.57	59 / 65
2016	+3.66%	-0.31%	+3.97	18 / 70

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

+11.89%

236 windows

min -67.9% · max 126.9%

61% positive

3-Year rolling

+9.57%

211 windows

min -22.8% · max 49.7%

65% positive

5-Year rolling

+9.49%

187 windows

min -17.5% · max 39.2%

80% positive

7-Year rolling

+8.95%

163 windows

min -9.8% · max 23.8%

83% 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

15.06%

3-year · annualised

Sharpe ratio

0.65

vs risk-free 6.5%

Sortino ratio

1.09

Downside-only deviation

Max drawdown

-26.20%

Sep 2024 → Mar 2025

% 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 ELSS

Scheme	Fund house	NAV	As of
HDFC TaxSaver-Dividend Plan	HDFC	₹66.8780	17 Jul 2026
NIPPON INDIA ELSS TAX SAVER FUND - ANNUAL IDCW Option	Nippon India	₹20.5675	17 Jul 2026
SBI MAGNUM TAXGAIN SCHEME 1993 - DIVIDEND	SBI	₹89.3173	17 Jul 2026
ICICI Prudential Long Term Wealth Enhancement Fund - IDCW Option	ICICI Prudential	₹28.9500	17 Jul 2026
Quantum Tax Saving Fund - Dividend	Quantum	₹125.9300	17 Jul 2026
Motilal Oswal ELSS Tax Saver Fund - IDCW Payout	Motilal Oswal	₹30.3525	17 Jul 2026
Franklin India Taxshield-Dividend	Franklin Templeton	₹60.8511	17 Jul 2026
Kotak Tax Saver-Scheme-Dividend	Kotak Mahindra	₹43.8620	17 Jul 2026
EDELWEISS ELSS FUND - Dividend Option	Edelweiss	₹30.8300	17 Jul 2026
DSP BlackRock Tax Saver Fund - Dividend	DSP BlackRock	₹22.3070	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹56.6447
16 Jul 2026	₹56.4605
15 Jul 2026	₹56.2967
14 Jul 2026	₹56.4106
13 Jul 2026	₹56.3314
10 Jul 2026	₹56.1686
9 Jul 2026	₹55.5278
8 Jul 2026	₹55.0498
7 Jul 2026	₹55.8506
6 Jul 2026	₹56.2364

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 Tax Plan-Dividend is ₹56.6447. It's a ELSS from Escorts, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Escorts Tax Plan-Dividend 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 Tax Plan-Dividend is managed by Escorts. It's classified by AMFI under the 'ELSS' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Escorts Tax Plan-Dividend has delivered a absolute return of 10.56% — +8.25 pp ahead of the ELSS category average of 2.32%. The fund ranks #22 of 87 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Escorts Tax Plan-Dividend has delivered a CAGR of 16.44% — +10.67 pp ahead of the ELSS category average of 5.77%. The fund ranks #8 of 81 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Escorts Tax Plan-Dividend has delivered a CAGR of 14.91% — +7.85 pp ahead of the ELSS category average of 7.06%. The fund ranks #10 of 77 in its category — the top (Q1) quartile.

₹1 lakh invested in Escorts Tax Plan-Dividend exactly 10 years ago would be worth approximately ₹400,250 today — a multiplier of 4.00×, based on the 10-year CAGR of 14.88%. The category average over the same window would have grown ₹1 lakh to ₹217,608.

A ₹10,000 monthly SIP in Escorts Tax Plan-Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹854,249 today. That's an XIRR (money-weighted annualised return) of 14.10%.

A ₹10,000 monthly SIP for 10 years in Escorts Tax Plan-Dividend = ₹1,200,000 invested. It would currently be worth ₹3,301,010 (multiplier 2.75×). XIRR: 19.21%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Escorts Tax Plan-Dividend ranks #10 out of 77 funds in the ELSS category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 7.06%; this fund delivered 14.91%.

The worst peak-to-trough decline Escorts Tax Plan-Dividend has experienced over the last 5-year window is 26.20% — 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 Tax Plan-Dividend averaged 9.49% (best 39.23%, worst -17.52%). 80% of rolling windows ended positive. The 5-year Sharpe ratio is 0.53 — reasonable risk-adjusted performance.

In calendar year 2025, Escorts Tax Plan-Dividend returned 6.25% — beating the ELSS category average of 1.54% by 4.72 pp. It ranked #13 of 47 in its category that year.

Escorts Tax Plan-Dividend 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 Tax Plan-Dividend 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: 26.2%. 5-year CAGR: 14.91%.

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