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%
3.3%
1.48
12
FY23
5.5%
1.5%
-0.06
12
FY24
24.8%
0.7%
2.94
12
FY25
6.1%
-1.9%
0.03
12
FY26
0.1%
-1.0%
-0.60
12
FY27*
4.7%
-1.4%
0.33
6
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
-0.2
+1.5
+2.7
+1.6
+0.3
-2.4
+0.2
+2.3
+2.0
+1.3
-0.1
+9.5
2020
+0.8
-2.3
-11.3
+10.0
-1.0
+4.4
+4.3
+1.6
+0.7
+1.1
+5.3
+4.2
+17.6
2021
+0.2
+4.2
+0.9
+0.2
+3.2
+1.5
+1.7
+3.0
+1.5
+0.4
-0.9
+1.3
+18.4
2022
+0.5
-1.3
+1.9
-0.1
-1.2
-2.3
+5.0
+2.3
-0.9
+2.6
+1.8
-1.3
+7.1
2023
-0.8
-0.4
+0.8
+2.6
+2.1
+2.4
+2.7
-0.4
+1.6
-1.4
+3.5
+4.6
+18.7
2024
+1.8
+2.0
+0.8
+1.3
+1.1
+3.5
+2.5
+0.5
+1.5
-2.8
+0.0
-0.5
+12.3
2025
-1.2
-3.6
+4.0
+1.6
+1.8
+2.0
-0.9
-1.2
+0.8
+3.0
+1.0
+0.1
+7.4
2026
-1.7
+1.0
-7.0
+6.0
+0.3
+2.2
+1.3
-0.9
-4.1
-3.3
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 2026-10-03 07:25Z · data through Sep 2026 · leaderboard
· PMS leaderboard