| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| First Water Capital | 6.24% | −0.32% | −3.41% | 19.14% | 17.44% | 28.00% |
| Nifty 500 | −1.07% | 5.48% | 0.31% | 16.94% | 18.19% | 23.72% |
| Excess over benchmark | 7.31% | −5.80% | −3.72% | 2.20% | −0.75% | 4.28% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Sep 2024 | 31 Mar 2026 | −26.90% | 548 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |