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
17.6%
0.3%
1.22
12
FY23
1.7%
-0.3%
-0.36
12
FY24
28.2%
-2.3%
2.55
12
FY25
10.2%
0.1%
0.35
12
FY26
2.2%
2.9%
-0.28
12
FY27*
11.6%
-0.7%
1.86
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
-3.2
+0.5
+1.4
-0.3
+1.4
-0.3
2016
-3.3
-6.5
+8.9
+2.0
+3.3
+1.9
+5.1
+1.9
-0.4
+2.3
-3.3
-0.7
+10.7
2017
+4.6
+3.0
+3.7
+1.5
+2.6
+0.1
+5.0
-0.0
-0.5
+4.4
+0.2
+2.5
+30.3
2018
+2.2
-3.9
-3.0
+4.2
-0.4
-0.6
+4.4
+2.9
-5.1
-1.7
+3.9
+0.4
+2.8
2019
-0.2
-0.2
+6.4
+0.7
+1.7
+0.2
-3.4
-0.4
+2.2
+3.7
+1.9
+0.9
+13.8
2020
-0.7
-4.1
-16.9
+11.3
-1.9
+6.1
+5.6
+2.8
-1.0
+2.3
+8.6
+5.6
+15.3
2021
-0.6
+5.9
+0.6
+0.5
+5.6
+2.3
+2.5
+4.3
+1.6
+1.0
-2.0
+1.7
+25.6
2022
-0.1
-3.5
+2.9
-1.2
-2.6
-3.2
+7.3
+2.4
-1.8
+3.0
+2.8
-1.8
+3.8
2023
-1.7
-1.5
+0.3
+3.7
+3.0
+3.2
+3.4
-0.3
+1.2
-2.1
+4.5
+5.6
+20.7
2024
+1.2
+1.5
+0.4
+2.5
+1.1
+5.5
+4.4
+1.8
+1.6
-4.5
+0.4
-1.4
+15.1
2025
-2.1
-5.5
+6.8
+2.5
+2.7
+3.0
-1.1
-1.7
+1.5
+3.5
+0.9
+0.7
+11.2
2026
-1.5
+1.2
-8.9
+7.8
-0.7
+1.8
+1.5
+0.8
+1.3
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