

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Carnelian Structural Shift | 15.60% | 12.76% | 8.32% | 21.04% | — | 23.65% |
| Nifty 500 | −1.07% | 1.95% | −0.66% | 10.65% | — | 10.28% |
| Excess over benchmark | 16.67% | 10.81% | 8.98% | 10.39% | — | 13.37% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Jan 2025 | 31 Mar 2026 | −24.89% | 425 days | 31 Jul 2026 | 122 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |