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
8.5%
-8.8%
0.28
12
FY23
4.7%
2.7%
-0.09
12
FY24*
18.6%
-6.4%
2.07
9
FY25
—
—
—
0
FY26
—
—
—
0
FY27*
—
—
—
0
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
-2.4
+5.1
+0.5
+3.0
2019
-1.2
-0.6
+5.2
+0.7
+3.0
+1.1
-4.3
+1.7
+6.9
+3.7
-1.4
+2.0
+17.6
2020
+0.5
-2.3
-15.7
+11.1
-3.1
+5.9
+4.2
+1.7
+0.2
+3.3
+8.2
+4.9
+17.4
2021
-1.6
+3.8
+1.2
-0.7
+4.5
+1.2
+1.1
+5.0
+2.2
-0.4
-2.5
+0.9
+15.1
2022
-2.0
-3.0
+2.4
-0.7
-0.8
-3.1
+6.4
+4.8
-1.8
+3.5
+1.8
-2.4
+4.6
2023
-2.7
-0.2
+0.2
+3.3
+3.1
+3.9
+1.8
+1.4
+0.3
-2.0
+6.0
-0.2
+15.5
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