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
36.9%
19.7%
2.07
12
FY23
3.8%
1.9%
-0.11
12
FY24
38.5%
8.0%
2.45
12
FY25
-0.5%
-10.7%
-0.39
12
FY26
2.0%
2.7%
-0.24
12
FY27*
19.2%
7.0%
1.93
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
2013
-7.5
-1.1
+3.5
-1.9
-0.6
-0.4
-3.6
+3.4
+8.5
+1.4
+3.7
+4.8
2014
-2.6
+4.6
+7.9
+3.5
+8.8
+10.0
+2.3
+6.9
+1.5
+1.4
+1.4
+0.8
+56.7
2015
+4.9
-1.2
-1.1
-1.8
+0.9
-2.5
+2.6
-2.8
-0.3
+3.1
+0.2
+2.2
+3.9
2016
-2.8
-6.5
+7.1
+3.8
+3.2
+0.9
+2.2
+2.4
-0.2
-0.3
-2.7
-1.5
+5.1
2017
+2.4
+0.6
+1.6
+2.0
+3.2
+2.9
+2.1
+1.0
-0.8
+2.2
+2.6
+1.8
+23.8
2018
+0.8
-3.7
-3.1
+4.2
-1.7
-1.0
+3.7
+3.3
-4.9
-2.3
+3.5
+0.9
-0.9
2019
-1.1
-2.6
+8.6
-0.5
+3.2
-0.7
-3.7
-1.5
+3.0
+5.9
-1.0
-1.8
+7.3
2020
+1.3
-5.3
-16.9
+9.0
+3.2
+7.2
+12.2
+3.2
+3.4
+2.5
+6.1
+9.8
+37.3
2021
+0.5
+4.2
+4.7
+6.9
+8.2
+3.0
+5.8
-0.4
+3.1
-0.5
+0.9
+1.5
+44.6
2022
-0.0
-3.4
+7.5
+1.1
-3.7
-3.6
+7.1
+6.1
+0.5
+3.0
+2.9
-2.1
+15.3
2023
-4.1
-3.7
+1.3
+3.6
+0.3
+4.4
+4.8
-1.8
+1.5
-2.7
+5.8
+7.6
+17.3
2024
+6.3
+3.4
+0.3
+4.3
+1.0
+3.9
+3.2
-1.2
+1.7
-5.5
-2.3
-3.2
+11.9
2025
-1.4
-6.9
+6.8
+3.6
+3.5
+3.7
-2.5
-1.5
+2.8
+3.1
+0.4
-0.6
+10.8
2026
-4.5
+2.9
-8.2
+13.1
+5.0
+1.0
+0.6
-1.3
+7.6
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