Grobiz SME Opportunity Fund AIF: Returns, Portfolio & Fees

AIF · Equity · CAT III - LONG ONLY

Grobiz SME Opportunity Fund

IRRSince inception19.98%

1Y return10.36%

Minimum investment₹1 Crore

Fund age15 mo

Fund Manager

Sameer Dharap

Fund Manager, Co-founder And Sponsor, Amcha Partners Trust

Sameer Dharap serves as Fund Manager, Co-Founder, and Sponsor of the Grobiz SME Opportunities Fund, bringing over two decades of experience across management consulting, deal advisory, entrepreneurship, and investment management. A former leader at PwC and KPMG, he has advised on due diligence, transaction strategy, and business transformation across 50+ industries. In parallel, he has scaled his own family-owned enterprises and invested in emerging businesses, providing first-hand insight into governance, execution risk, and disciplined capital allocation within SME environments. He founded an AI-led startup that was featured as a Harvard Business School case study. At Grobiz, his mandate is to build a concentrated, high-conviction SME portfolio focused on scalable businesses with strong governance standards and long-term compounding potential.

Managing AUM₹39 Cr

Growth of₹Cr

Grobiz SME Opportunity

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Grobiz SME Opportunity	7.64%	10.36%	—	—	—	19.98%
Nifty Microcap 250 TRI	−11.68%	4.69%	—	—	—	15.10%
Excess over benchmark	19.32%	5.67%	—	—	—	4.88%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 30 Jun 2026.

Risk : What you take on to earn the return

Volatility

34.82%

Benchmark approx 26.74%

A standard deviation reflecting historical swings.

Sensitivity

1.12

Beta vs benchmark 1.00 · 12% more reactive

How strongly the scheme moves with the index.

Risk-reward

0.29

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −25.01%. It has not yet recovered.

Max drawdowns

−25.01%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−25.01%	–	–	–
Benchmark	30 Jun 2025	30 Mar 2026	−23.39%	273 days	–	–

Scheme

Peak–

Trough–

Depth−25.01%

Fell over–

Recovered–

Recovery took–

Benchmark

Peak30 Jun 2025

Trough30 Mar 2026

Depth−23.39%

Fell over273 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 30 Jun 2026

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