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*
0.3%
—
—
2
FY23
2.2%
—
-0.45
12
FY24
32.5%
4.4%
3.03
12
FY25
6.4%
-0.9%
0.07
12
FY26
0.2%
-0.6%
-0.49
12
FY27*
13.2%
3.5%
2.68
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
2022
-2.1
+2.4
-0.2
-1.8
-2.6
+4.3
+2.8
-0.8
+2.8
+1.9
-1.4
+5.2
2023
-2.4
-1.3
+1.0
+1.5
+2.9
+4.1
+3.1
+1.5
+0.7
-1.8
+5.8
+5.3
+22.0
2024
+3.5
+1.8
+0.3
+2.5
-0.1
+4.5
+2.4
+1.5
+1.1
-2.7
+0.6
-0.1
+16.1
2025
-3.2
-4.1
+4.2
+2.4
+2.8
+2.8
-1.2
-2.0
+1.1
+3.4
+0.2
-0.3
+5.9
2026
-1.0
+0.5
-7.9
+7.0
+0.3
+2.5
+2.0
+0.9
+3.8
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