Should I invest in Escorts Tax Plan?

We don't give personal investment advice. Escorts Tax Plan-Dividend is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.2%. 5-year CAGR: 15.20%.

Escorts

Escorts Tax Plan-Dividend

Latest NAV

₹54.8155

As of

15 Jun 2026

4,977 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+1.66%	—	—	—	—
1W	-0.68%	—	—	—	—
2W	-1.65%	—	—	—	—
1M	+2.76%	—	—	—	—
3M	+13.61%	—	—	—	—
6M	+3.39%	—	—	—	—
YTD	+3.14%	—	—	—	—
1Y	+8.16%	—	—	—	—
2Y	-0.07%	—	—	—	—
3Y	+16.44%	—	—	—	—
4Y	+17.55%	—	—	—	—
5Y	+15.20%	—	—	—	—
7Y	+22.76%	—	—	—	—
10Y	+14.76%	—	—	—	—
Inception	+6.91%	—	—	—	—

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.14%	—	—	—
2025	+6.25%	—	—	—
2024	+8.80%	—	—	—
2023	+29.90%	—	—	—
2022	+12.36%	—	—	—
2021	+59.00%	—	—	—
2020	+47.10%	—	—	—
2019	+2.58%	—	—	—
2018	-13.92%	—	—	—
2017	+11.38%	—	—	—
2016	+3.66%	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.94%

234 windows

min -70.2% · max 130.5%

63% positive

3-Year rolling

+9.48%

210 windows

min -23.2% · max 49.7%

65% positive

5-Year rolling

+9.44%

186 windows

min -16.8% · max 37.3%

80% positive

7-Year rolling

+8.92%

161 windows

min -10.1% · max 23.6%

84% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.49%

3-year · annualised

Sharpe ratio

0.71

vs risk-free 6.5%

Sortino ratio

1.14

Downside-only deviation

Max drawdown

-26.20%

Sep 2024 → Mar 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in ELSS

Scheme	Fund house	NAV	As of
HDFC TaxSaver-Dividend Plan	HDFC	₹65.2330	15 Jun 2026
NIPPON INDIA ELSS TAX SAVER FUND - ANNUAL IDCW Option	Nippon India	₹20.2703	15 Jun 2026
SBI MAGNUM TAXGAIN SCHEME 1993 - DIVIDEND	SBI	₹86.9705	15 Jun 2026
ICICI Prudential Long Term Wealth Enhancement Fund - IDCW Option	ICICI Prudential	₹28.0600	15 Jun 2026
Quantum Tax Saving Fund - Dividend	Quantum	₹123.0600	15 Jun 2026
Motilal Oswal ELSS Tax Saver Fund - IDCW Payout	Motilal Oswal	₹30.2516	15 Jun 2026
Franklin India Taxshield-Dividend	Franklin Templeton	₹59.2135	15 Jun 2026
Kotak Tax Saver-Scheme-Dividend	Kotak Mahindra	₹42.2550	15 Jun 2026
EDELWEISS ELSS FUND - Dividend Option	Edelweiss	₹30.0100	15 Jun 2026
DSP BlackRock Tax Saver Fund - Dividend	DSP BlackRock	₹21.8470	15 Jun 2026

Recent NAVs

Date	NAV
15 Jun 2026	₹54.8155
12 Jun 2026	₹54.4471
11 Jun 2026	₹53.5590
10 Jun 2026	₹53.9373
9 Jun 2026	₹54.4720
8 Jun 2026	₹54.0561
5 Jun 2026	₹54.8211
4 Jun 2026	₹54.5157
3 Jun 2026	₹54.5265
2 Jun 2026	₹54.9209

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 15 Jun 2026, the NAV of Escorts Tax Plan-Dividend is ₹54.8155. It's a ELSS from Escorts, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Escorts Tax Plan-Dividend has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Escorts Tax Plan-Dividend is managed by Escorts. It's classified by AMFI under the 'ELSS' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Escorts Tax Plan-Dividend has delivered a absolute return of 8.16%.

Over the trailing 3-year window, Escorts Tax Plan-Dividend has delivered a CAGR of 16.44%.

Over the trailing 5-year window, Escorts Tax Plan-Dividend has delivered a CAGR of 15.20%.

₹1 lakh invested in Escorts Tax Plan-Dividend exactly 10 years ago would be worth approximately ₹396,209 today — a multiplier of 3.96×, based on the 10-year CAGR of 14.76%.

A ₹10,000 monthly SIP in Escorts Tax Plan-Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹834,627 today. That's an XIRR (money-weighted annualised return) of 13.15%.

A ₹10,000 monthly SIP for 10 years in Escorts Tax Plan-Dividend = ₹1,200,000 invested. It would currently be worth ₹3,207,504 (multiplier 2.67×). XIRR: 18.68%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

Escorts Tax Plan-Dividend doesn't yet have a peer rank on file — typically because its category set is too small or it lacks the required NAV history. Compare manually using the returns table above.

The worst peak-to-trough decline Escorts Tax Plan-Dividend has experienced over the last 5-year window is 26.20% — its NAV fell from a high on 27 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Escorts Tax Plan-Dividend averaged 9.44% (best 37.30%, worst -16.79%). 80% of rolling windows ended positive. The 5-year Sharpe ratio is 0.55 — reasonable risk-adjusted performance.

In calendar year 2025, Escorts Tax Plan-Dividend returned 6.25%.

Escorts Tax Plan-Dividend is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Escorts Tax Plan-Dividend is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.2%. 5-year CAGR: 15.20%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.