

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Nepean Long Term Opportunities Fund II | 29.18% | 32.84% | 7.59% | 16.76% | — | 15.76% |
| Nifty 500 | −1.02% | 4.40% | −0.60% | 11.47% | — | 8.66% |
| Excess over benchmark | 30.20% | 28.44% | 8.19% | 5.29% | — | 7.10% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 28 Feb 2025 | −24.68% | 121 days | 30 Jun 2026 | 487 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |