Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
21.3%
4.0%
1.32
12
FY23
0.5%
-1.4%
-0.45
12
FY24
29.7%
-0.9%
2.74
12
FY25
13.1%
2.9%
0.48
12
FY26
3.4%
4.1%
-0.18
12
FY27*
16.3%
4.0%
2.92
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2017
+2.4
+2.3
+2.8
+1.1
+0.6
+2.9
+0.4
-1.0
+3.5
+0.0
+1.0
+17.3
2018
+1.6
-2.6
-1.6
+3.9
-0.8
-2.0
+4.5
+1.1
-6.8
-2.8
+3.1
+0.5
-2.3
2019
-1.8
-0.6
+6.5
-0.5
+2.1
-0.8
-5.4
-0.4
+4.0
+2.9
+0.7
-0.3
+6.1
2020
+1.2
-4.1
-20.2
+10.7
-2.0
+4.8
+6.4
+4.2
+1.9
+1.5
+8.4
+5.4
+15.4
2021
-0.2
+5.4
+1.2
+1.8
+5.4
+3.7
+3.0
+4.7
+1.0
+1.4
-2.9
+4.2
+32.4
2022
-1.7
-3.9
+3.2
-1.5
-2.9
-3.7
+7.1
+3.4
-1.4
+3.3
+1.4
-2.5
+0.2
2023
-1.2
-1.1
+0.0
+2.8
+3.8
+3.5
+2.6
+0.7
+1.0
-2.4
+5.2
+5.4
+22.0
2024
+1.9
+0.9
+1.1
+2.0
-0.8
+6.1
+5.2
+3.2
+3.5
-4.9
+1.7
+1.1
+22.6
2025
-6.1
-5.2
+7.8
+1.7
+3.2
+3.0
+0.3
-0.9
+1.3
+4.3
+0.5
-0.2
+9.1
2026
-2.0
+1.4
-8.5
+8.4
+0.6
+2.4
+2.6
+1.4
+5.7
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard