AIF · Equity · CAT III - LONG SHORT - CONSERVATIVE
Stock Convertible Scheme
IRRSince inception4.69%
Alpha (3Y)−3.17%
1Y return4.00%
Fund age3 yrs 5 mo
Fund Manager
Growth of₹Cr
Stock Convertible
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Stock Convertible | 0.33% | 4.00% | −0.32% | — | — | 4.69% |
| Nifty 500 | −4.83% | 6.63% | 7.08% | — | — | 7.45% |
| Excess over benchmark | 5.16% | −2.63% | −7.40% | — | — | −2.76% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 May 2026.
Risk : What you take on to earn the return
Volatility
5.78%
Benchmark approx 15.29%
A standard deviation reflecting historical swings.
Sensitivity
0.20
Beta vs benchmark 1.00 · 80% less reactive
How strongly the scheme moves with the index.
Risk-reward
−0.26
Sharpe
Excess return gained per unit of volatility.
Capture ratio
26 / 23
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −12.73% from its 30 Oct 2024 peak to a 31 Mar 2025 trough. It has not yet recovered.
Max drawdowns
−12.73%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 31 Mar 2025 | −12.73% | 152 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak30 Oct 2024
Trough31 Mar 2025
Depth−12.73%
Fell over152 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 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 3Y window · As on 31 May 2026
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