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
2.9%
-1.7%
-2.92
12
FY23
3.6%
-1.2%
-0.99
12
FY24
8.5%
-0.2%
1.40
12
FY25
9.5%
0.2%
1.17
12
FY26
4.4%
1.0%
-0.65
12
FY27*
4.0%
0.2%
1.02
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
2018
-0.2
+0.5
+0.9
+0.9
+2.2
2019
+0.7
+0.3
+1.4
+0.3
+1.1
+0.1
+1.1
+0.4
+0.5
+1.3
+0.7
+0.3
+8.4
2020
+0.9
+0.8
+0.6
-0.4
+0.9
+0.7
+0.8
+0.2
+0.6
+0.9
+0.4
+0.4
+6.9
2021
+0.2
-0.1
+0.5
+0.5
+0.5
+0.1
+0.2
+0.7
+0.4
-0.1
+0.6
-0.1
+3.6
2022
-0.2
-0.0
+0.2
-0.8
-0.8
+0.3
+1.0
+0.8
-0.3
+0.4
+1.2
+0.3
+2.0
2023
+0.5
+0.0
+1.1
+1.3
+1.0
+0.1
+0.4
+0.5
+0.2
-0.0
+0.7
+1.1
+7.1
2024
+1.0
+1.1
+0.8
-0.2
+1.7
+0.8
+0.9
+0.9
+1.4
-0.1
+0.4
+0.5
+9.6
2025
+0.7
-0.2
+2.2
+1.8
+0.9
-0.5
+0.6
-0.5
+1.0
+0.6
+0.3
+0.1
+7.2
2026
-0.1
+0.8
-0.6
+0.8
+0.3
+2.5
-0.0
+0.4
+4.1
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