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
9.2%
-1.5%
0.53
12
FY23
3.6%
-0.6%
-0.24
12
FY24
31.2%
6.2%
2.83
12
FY25
-2.2%
-10.3%
-0.64
12
FY26
-2.3%
-3.2%
-0.77
12
FY27*
8.3%
-1.6%
1.52
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
2019
+0.4
+2.1
+2.6
+0.5
+0.1
+5.9
2020
-0.1
-1.3
-7.9
+5.5
-0.3
+3.8
+3.8
+0.8
+0.4
+2.2
+5.1
+4.0
+16.2
2021
-1.5
+2.4
+1.1
-0.4
+3.3
+0.5
+0.1
+4.0
+2.4
-0.3
-1.0
+0.5
+11.5
2022
+0.5
-1.2
+0.7
-0.1
-0.3
-2.0
+4.5
+2.9
-3.2
+3.9
+1.9
-2.8
+4.6
2023
-0.9
-0.1
-0.1
+2.2
+1.3
+3.0
+2.3
-1.1
+1.9
-0.8
+5.2
+6.8
+21.4
2024
+3.3
+2.3
+1.2
+1.9
+0.2
+2.4
+2.2
+1.1
+0.0
-6.1
+0.5
+2.2
+11.4
2025
-6.8
-2.9
+3.7
+2.2
+1.0
+2.6
-2.3
-1.5
+1.1
+3.1
+1.4
+0.0
+1.2
2026
-2.6
+0.4
-7.5
+5.7
-1.2
+1.5
+2.1
+0.2
-1.9
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