

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Aditya Birla India Equity Opportunities | 2.36% | 2.38% | 1.66% | 13.18% | — | 14.39% |
| Nifty 500 | −1.07% | 3.55% | 0.37% | 13.22% | — | 12.43% |
| Excess over benchmark | 3.43% | −1.17% | 1.29% | −0.04% | — | 1.96% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 11 Dec 2024 | 07 Apr 2025 | −19.54% | 117 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |