AIF · Equity · CAT III - LONG ONLY - SMALL CAP
Enigma Small Opportunities Fund
Fund size₹355 Cr
IRRSince inception22.71%
1Y return17.36%
Fund age19 mo
Fund Manager
Growth of₹Cr
Enigma Small Opportunities
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Enigma Small Opportunities29.56%17.36%———22.71%
Nifty 500−1.07%4.99%———−1.11%
Excess over benchmark30.63%12.37%———23.82%
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
33.43%
Benchmark approx 23.64%
A standard deviation reflecting historical swings.
Sensitivity
1.20
Beta vs benchmark 1.00 · 20% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.47
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −25.37%, and recovered on 30 Jun 2026.
Max drawdowns
−25.37%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme––−25.37%–30 Jun 2026–
Benchmark31 Jul 202530 Mar 2026−14.69%242 days––
Scheme
Peak–
Trough–
Depth−25.37%
Fell over–
Recovered30 Jun 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
Portfolio Details : Where the money actually sits
Stocks
21
Asset class
Equity
Market cap
Large cap
Mid cap
Small cap100.00%
Cash & others
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