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
8.7%
-1.0%
1.35
12
FY23
6.2%
2.6%
0.03
12
FY24
12.0%
-4.4%
2.63
12
FY25
8.2%
-0.1%
0.66
12
FY26
4.1%
0.1%
-0.57
12
FY27*
3.6%
-2.0%
0.94
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
2015
+2.3
+0.8
-0.7
-0.8
+1.3
-0.6
+0.8
-1.5
+1.0
+1.8
+0.3
+0.2
+5.0
2016
-2.3
-2.9
+5.4
+2.1
+1.1
+2.0
+3.0
+2.6
+0.3
+0.9
+0.7
-0.8
+12.5
2017
+2.3
+0.8
+1.2
+0.6
+1.0
+0.2
+1.5
+0.0
+0.3
+2.3
+0.1
+1.0
+11.8
2018
+0.6
-0.7
-0.2
+1.2
-0.2
-0.2
+1.1
+1.3
-0.8
+0.4
+0.7
+1.0
+4.2
2019
+0.1
+0.1
+3.4
+0.3
+1.3
+1.0
-1.0
+0.0
+1.6
+2.1
+0.9
+0.9
+11.0
2020
+1.0
-1.9
-12.5
+5.8
-0.1
+3.3
+2.4
+2.2
-1.1
+0.5
+4.2
+2.8
+5.5
2021
+0.2
+3.2
+0.2
+0.5
+1.3
+0.7
+0.8
+1.3
+0.9
+0.1
+0.1
+0.6
+10.2
2022
+1.3
-0.2
+1.0
+0.8
-0.1
+0.2
+0.7
+0.9
-0.2
+1.6
+1.2
+0.2
+7.7
2023
+0.3
+0.1
+0.4
+0.8
+1.1
+1.6
+2.1
+0.5
+0.6
-0.1
+1.4
+1.3
+10.4
2024
+1.0
+0.5
+0.6
+0.3
+0.5
+1.9
+1.5
+1.1
+1.1
-0.3
+0.3
+0.2
+9.0
2025
+0.7
-1.0
+1.7
+1.4
+1.0
+1.0
+0.2
+0.5
+0.2
+1.2
+1.1
+0.5
+8.9
2026
-0.7
-0.4
-2.0
+1.5
-0.4
+1.0
+1.2
+0.2
+0.4
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