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
21.8%
11.0%
1.27
12
FY23
14.0%
9.8%
0.73
12
FY24
40.5%
15.5%
3.48
12
FY25
9.3%
1.2%
0.34
12
FY26
-0.8%
-1.7%
-0.58
12
FY27*
9.1%
-0.8%
1.50
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
2013
-8.3
-0.8
+3.7
-2.2
-3.6
-5.1
-3.9
+5.4
+10.0
-0.3
+2.7
-3.7
2014
-4.5
+2.7
+8.1
+2.8
+10.9
+8.5
-0.8
+3.6
+0.3
+4.5
+4.4
-2.7
+43.5
2015
+4.5
-1.2
-3.2
-1.8
+2.3
-0.2
+4.0
-6.0
-1.1
+3.1
+0.3
-0.1
+0.2
2016
-6.9
-10.0
+13.7
+2.5
+3.3
+3.3
+5.0
+2.6
-1.1
+2.8
-4.5
-1.6
+7.3
2017
+5.0
+4.7
+3.5
+2.7
+2.5
-0.5
+5.6
-2.1
-1.1
+8.4
+0.7
+2.6
+36.3
2018
+2.8
-4.6
-4.1
+4.5
-1.3
-2.6
+4.7
+4.0
-5.9
+0.5
+0.4
+2.5
+0.2
2019
-0.7
-1.8
+9.5
-0.9
+3.4
+0.6
-6.0
-3.3
+2.8
+3.6
+0.7
+0.2
+7.6
2020
-1.1
-6.3
-19.4
+9.7
-2.6
+6.2
+3.5
+4.7
-5.5
+2.3
+13.0
+7.9
+8.2
2021
-0.1
+10.7
-1.6
-0.6
+8.4
+1.6
+1.9
+1.2
+5.1
+0.6
-3.0
+0.8
+27.1
2022
+4.5
-3.1
+3.0
+1.7
-1.2
-2.5
+6.8
+4.1
-2.1
+5.0
+3.3
-0.9
+19.6
2023
-0.6
-1.0
+1.2
+3.5
+1.7
+3.5
+4.6
+0.8
+3.7
-1.5
+6.1
+6.6
+32.1
2024
+3.9
+1.2
+0.6
+3.7
+2.5
+3.0
+3.7
+0.3
+0.4
-2.4
+0.1
-0.7
+17.4
2025
-2.0
-4.3
+4.9
+2.4
+2.6
+1.9
-1.8
-1.3
+1.5
+3.1
+0.9
-0.1
+7.9
2026
-1.6
+0.4
-8.4
+6.5
-1.4
+2.4
+1.4
+0.0
-1.2
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