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
13.7%
-3.5%
0.79
12
FY23
0.6%
-1.3%
-0.44
12
FY24
34.0%
3.5%
3.24
12
FY25
1.7%
-8.4%
-0.25
12
FY26
0.1%
0.8%
-0.48
12
FY27*
11.0%
-1.3%
1.98
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
2014
-0.7
+3.3
+1.5
+0.6
+2.1
+5.4
+1.4
+3.6
+1.7
+3.2
+4.0
-1.5
+27.5
2015
+4.1
-0.1
-1.6
-2.8
+3.6
-0.4
+2.8
-4.2
+1.0
-0.0
-2.2
+0.7
+0.6
2016
-3.6
-6.0
+7.2
+1.2
+2.1
+1.8
+4.8
+3.1
-0.9
+0.5
-5.1
-2.5
+1.7
2017
+4.9
+3.0
+2.7
+3.0
+0.9
-0.4
+4.4
-0.9
-0.6
+3.4
-0.1
+2.0
+24.4
2018
+1.3
-2.1
-1.6
+4.3
-0.9
-0.4
+3.2
+2.5
-5.0
-2.3
+2.6
+0.8
+2.0
2019
-0.8
-1.0
+5.9
-0.8
+2.8
-1.1
-3.5
-0.0
+4.2
+3.7
+0.4
+0.2
+9.9
2020
-0.4
-2.9
-15.7
+8.3
-1.8
+6.1
+4.9
+1.9
-0.8
+2.4
+8.4
+5.5
+14.4
2021
-2.5
+3.8
+1.3
+0.1
+4.5
+1.0
+0.9
+6.2
+2.1
-0.6
-2.4
+1.6
+16.7
2022
-0.7
-2.8
+3.4
-1.1
-2.0
-3.1
+6.8
+3.1
-3.1
+4.0
+1.8
-2.7
+3.2
2023
-1.4
-1.1
-0.2
+3.2
+1.5
+3.2
+3.4
-0.7
+2.1
-0.8
+5.8
+6.2
+22.8
2024
+2.7
+2.0
+1.3
+3.2
+1.9
+3.2
+3.5
+1.2
+0.2
-6.0
-0.0
+1.3
+15.1
2025
-6.3
-5.0
+5.5
+2.4
+1.6
+3.6
-1.8
-1.6
+1.4
+3.5
+1.3
+0.1
+4.0
2026
-2.5
+0.6
-7.8
+6.9
-0.3
+1.7
+2.0
+0.3
+0.2
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