Should I invest in Fortis Equity Fund?

We don't give personal investment advice. Fortis Equity Fund-Dividend Plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Fortis

Fortis Equity Fund-Dividend Plan

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	-0.74%	+0.06%	-0.80	268 / 299	Q4
1W	-4.06%	-3.61%	-0.45	270 / 303	Q4
2W	-3.52%	-4.52%	+1.00	237 / 303	Q4
1M	-0.58%	-5.64%	+5.06	150 / 302	Q2
3M	+10.44%	-4.27%	+14.71	38 / 302	Q1
6M	+13.24%	+1.48%	+11.76	75 / 307	Q1
YTD	+4.33%	-0.18%	+4.51	128 / 309	Q2
1Y	+4.06%	+7.10%	-3.05	164 / 307	Q3
2Y	+19.82%	+2.20%	+17.62	60 / 303	Q1
3Y	—	—	—	—	—
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+20.46%	+0.51%	+19.95	15 / 310	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
2010 YTD	+4.33%	+11.69%	-7.36	194 / 256
2009	+41.49%	+65.86%	-24.37	196 / 238
2008	—	—	—	—

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

+18.85%

12 windows

min -3.5% · max 48.8%

83% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

—

Insufficient history

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

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.

Recent NAVs

Date	NAV
20 Oct 2010	₹12.0600
19 Oct 2010	₹12.1500
18 Oct 2010	₹12.2500
15 Oct 2010	₹12.2300
14 Oct 2010	₹12.4600
13 Oct 2010	₹12.5700
12 Oct 2010	₹12.2800
11 Oct 2010	₹12.3700
8 Oct 2010	₹12.3200
7 Oct 2010	₹12.3600

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.

Fortis Equity Fund-Dividend Plan is a Growth from Fortis (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Fortis Equity Fund-Dividend Plan has NAV history starting from 10 Nov 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.

Fortis Equity Fund-Dividend Plan is managed by Fortis. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Fortis Equity Fund-Dividend Plan has delivered a absolute return of 4.06% — -3.05 pp behind the Growth category average of 7.10%. The fund ranks #164 of 307 in its category — the third (Q3) quartile.

Fortis Equity Fund-Dividend Plan doesn't have a complete 3-year window yet (we need at least 3 year of NAVs). Check the shorter-window returns above.

Fortis Equity Fund-Dividend Plan doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

Fortis Equity Fund-Dividend Plan doesn't yet have a 3-year CAGR on file, so a ₹1 lakh growth projection isn't reliable.

A ₹10,000 monthly SIP in Fortis Equity Fund-Dividend Plan over the last 1 year — total invested ₹120,000 — would be worth ₹132,246 today. That's an XIRR (money-weighted annualised return) of 19.36%.

Fortis Equity Fund-Dividend Plan doesn't yet have 10 years of NAVs. Over the longest available window (1-year SIP), ₹10,000/month would have grown to ₹132,246 — XIRR 19.36%.

Fortis Equity Fund-Dividend Plan doesn't yet have a peer rank on file — typically because its category set is too small or it lacks the required NAV history. Compare manually using the returns table above.

Fortis Equity Fund-Dividend Plan doesn't have a computed drawdown figure yet.

Consistency stats for Fortis Equity Fund-Dividend Plan need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.

In calendar year 2009, Fortis Equity Fund-Dividend Plan returned 41.49% — lagging the Growth category average of 65.86% by 24.37 pp. It ranked #196 of 238 in its category that year.

Fortis Equity Fund-Dividend Plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Fortis Equity Fund-Dividend Plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

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