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
18.8%
1.5%
1.32
12
FY23
7.3%
5.4%
0.15
12
FY24
23.6%
-6.9%
2.08
12
FY25
7.9%
-2.3%
0.20
12
FY26
-4.5%
-3.8%
-0.78
12
FY27*
8.6%
-3.6%
1.64
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
-9.1
-1.3
+2.5
-3.1
-5.3
-4.9
-3.1
+5.5
+13.1
+2.9
+4.2
-0.6
2014
-5.6
+2.5
+10.5
+2.0
+15.3
+10.2
-2.2
+4.6
+0.9
+4.3
+4.5
-2.0
+52.9
2015
+4.2
-1.1
-3.9
-1.2
+2.7
-1.8
+6.0
-7.8
-0.5
+1.2
+4.6
-2.2
-0.6
2016
-11.9
-12.8
+15.2
+3.0
+3.8
+3.7
+4.6
+2.5
-0.2
+1.9
-3.9
-1.9
+0.8
2017
+6.7
+1.9
+5.3
+4.2
+2.0
-2.6
+6.4
-2.7
-2.1
+8.2
+1.7
+3.1
+35.9
2018
+0.8
-5.8
-5.6
+3.0
-3.4
-2.4
+3.7
+2.4
-6.1
-1.0
+3.1
+0.9
-10.7
2019
-0.4
-1.0
+7.7
-1.1
+2.5
-0.4
-4.0
-1.4
+3.3
+1.2
+1.6
+0.5
+8.2
2020
+0.0
-4.6
-19.3
+10.7
-2.5
+6.5
+4.9
+4.1
-2.2
+2.7
+10.6
+6.2
+14.1
2021
-0.3
+8.3
-0.2
+0.4
+6.8
+1.6
+2.0
+3.0
+2.3
+1.6
-2.8
+1.8
+26.5
2022
+1.7
-3.0
+2.5
-0.7
-2.4
-2.9
+6.8
+3.9
-2.1
+4.2
+3.1
-1.4
+9.6
2023
-1.5
-0.5
+1.0
+3.2
+2.5
+3.1
+3.0
-1.3
+1.5
-2.4
+3.3
+5.6
+18.5
2024
+1.4
+1.2
+0.6
+2.4
+0.9
+4.7
+2.8
+0.6
+1.1
-2.7
+0.7
-0.7
+13.7
2025
-2.1
-5.0
+5.4
+2.9
+2.9
+1.9
-1.2
-2.0
+0.8
+2.9
+0.6
-0.2
+6.6
2026
-2.5
+0.3
-10.2
+5.2
-1.2
+2.8
+1.6
-0.1
-4.6
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