Should I invest in Escorts Tax Plan?

We don't give personal investment advice. Escorts Tax Plan-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: 26.2%. 5-year CAGR: 15.53%.

Escorts

Escorts Tax Plan-Growth

Latest NAV

₹392.6688

As of

3 Jun 2026

4,969 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	-0.72%	-2.11%	+1.39	81 / 90	Q4
1W	-1.93%	-4.12%	+2.18	66 / 87	Q4
2W	+1.74%	-3.75%	+5.49	10 / 87	Q1
1M	+1.94%	-5.60%	+7.54	8 / 87	Q1
3M	+11.36%	-5.40%	+16.76	3 / 87	Q1
6M	+4.55%	-3.98%	+8.53	23 / 89	Q2
YTD	+3.29%	-5.20%	+8.49	19 / 89	Q1
1Y	+10.81%	+1.41%	+9.40	19 / 87	Q1
2Y	-0.78%	-0.15%	-0.63	56 / 86	Q3
3Y	+17.52%	+6.12%	+11.39	4 / 81	Q1
4Y	+16.07%	+7.91%	+8.16	7 / 78	Q1
5Y	+15.53%	+6.94%	+8.59	9 / 77	Q1
7Y	+22.26%	+8.75%	+13.51	2 / 75	Q1
10Y	+19.22%	+8.10%	+11.12	1 / 69	Q1
Inception	+11.97%	+5.86%	+6.11	22 / 91	Q1

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	+3.29%	-7.12%	+10.41	1 / 47
2025	+6.26%	+1.54%	+4.72	12 / 47
2024	+8.81%	+18.17%	-9.36	43 / 47
2023	+29.83%	+23.46%	+6.38	10 / 49
2022	+12.25%	+0.75%	+11.50	3 / 52
2021	+58.77%	+28.91%	+29.86	2 / 54
2020	+47.10%	+11.40%	+35.70	1 / 56
2019	+2.61%	+2.03%	+0.58	32 / 59
2018	-3.88%	-9.68%	+5.80	15 / 61
2017	+35.61%	+29.95%	+5.65	20 / 65
2016	+12.90%	-0.31%	+13.21	1 / 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

+16.84%

234 windows

min -61.0% · max 127.7%

68% positive

3-Year rolling

+13.67%

210 windows

min -16.1% · max 47.8%

79% positive

5-Year rolling

+13.94%

185 windows

min -12.3% · max 35.7%

87% positive

7-Year rolling

+13.64%

161 windows

min -4.4% · max 24.7%

86% 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

16.42%

3-year · annualised

Sharpe ratio

0.67

vs risk-free 6.5%

Sortino ratio

1.27

Downside-only deviation

Max drawdown

-26.20%

Sep 2024 → Mar 2025

% positive months

61.1%

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	₹63.5390	3 Jun 2026
NIPPON INDIA ELSS TAX SAVER FUND - ANNUAL IDCW Option	Nippon India	₹19.9775	3 Jun 2026
SBI MAGNUM TAXGAIN SCHEME 1993 - DIVIDEND	SBI	₹85.4857	3 Jun 2026
ICICI Prudential Long Term Wealth Enhancement Fund - IDCW Option	ICICI Prudential	₹27.4000	3 Jun 2026
Quantum Tax Saving Fund - Dividend	Quantum	₹121.5100	3 Jun 2026
Motilal Oswal ELSS Tax Saver Fund - IDCW Payout	Motilal Oswal	₹29.6508	3 Jun 2026
Franklin India Taxshield-Dividend	Franklin Templeton	₹57.8774	3 Jun 2026
Kotak Tax Saver-Scheme-Dividend	Kotak Mahindra	₹41.1340	3 Jun 2026
EDELWEISS ELSS FUND - Dividend Option	Edelweiss	₹29.5000	3 Jun 2026
DSP BlackRock Tax Saver Fund - Dividend	DSP BlackRock	₹21.1600	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹392.6688
2 Jun 2026	₹395.5088
1 Jun 2026	₹393.8981
29 May 2026	₹398.6814
27 May 2026	₹400.4100
26 May 2026	₹397.5259
25 May 2026	₹394.2996
22 May 2026	₹387.5667
21 May 2026	₹387.6845
20 May 2026	₹385.9351

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 Tax Plan-Growth is ₹392.6688. 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-Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 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-Growth 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-Growth has delivered a absolute return of 10.81% — +9.4 pp ahead of the ELSS category average of 1.41%. The fund ranks #19 of 87 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Escorts Tax Plan-Growth has delivered a CAGR of 17.52% — +11.39 pp ahead of the ELSS category average of 6.12%. The fund ranks #4 of 81 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Escorts Tax Plan-Growth has delivered a CAGR of 15.53% — +8.59 pp ahead of the ELSS category average of 6.94%. The fund ranks #9 of 77 in its category — the top (Q1) quartile.

₹1 lakh invested in Escorts Tax Plan-Growth exactly 10 years ago would be worth approximately ₹580,172 today — a multiplier of 5.80×, based on the 10-year CAGR of 19.22%. The category average over the same window would have grown ₹1 lakh to ₹217,976.

A ₹10,000 monthly SIP in Escorts Tax Plan-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹836,548 today. That's an XIRR (money-weighted annualised return) of 13.25%.

A ₹10,000 monthly SIP for 10 years in Escorts Tax Plan-Growth = ₹1,200,000 invested. It would currently be worth ₹3,434,651 (multiplier 2.86×). XIRR: 19.94%. 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-Growth ranks #9 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 6.94%; this fund delivered 15.53%.

The worst peak-to-trough decline Escorts Tax Plan-Growth 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-Growth averaged 13.94% (best 35.71%, worst -12.31%). 87% of rolling windows ended positive. The 5-year Sharpe ratio is 0.55 — reasonable risk-adjusted performance.

In calendar year 2025, Escorts Tax Plan-Growth returned 6.26% — beating the ELSS category average of 1.54% by 4.72 pp. It ranked #12 of 47 in its category that year.

Escorts Tax Plan-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 Tax Plan-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: 26.2%. 5-year CAGR: 15.53%.

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