AIF · Equity · CAT III - LONG ONLY
Dhamma Investment Fund
IRRSince inception27.72%
1Y return51.03%
Minimum investment₹5 Crore
Fund age19 mo
Fund Manager
Growth of₹Cr
Dhamma Investment
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Dhamma Investment | 54.98% | 51.03% | — | — | — | 27.72% |
| Nifty 500 | −1.07% | 2.17% | — | — | — | 2.14% |
| Excess over benchmark | 56.05% | 48.86% | — | — | — | 25.58% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
31.59%
Benchmark approx 16.06%
A standard deviation reflecting historical swings.
Sensitivity
1.13
Beta vs benchmark 1.00 · 13% more reactive
How strongly the scheme moves with the index.
Risk-reward
1.29
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −10.91%, and recovered on 30 Apr 2026.
Max drawdowns
−10.91%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −10.91% | – | 30 Apr 2026 | – |
| Benchmark | 31 Jul 2025 | 30 Mar 2026 | −14.69% | 242 days | – | – |
Scheme
Peak–
Trough–
Depth−10.91%
Fell over–
Recovered30 Apr 2026
Recovery took–
Benchmark
Peak31 Jul 2025
Trough30 Mar 2026
Depth−14.69%
Fell over242 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026
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