| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Aequitas India Opportunities Product | 8.97% | 34.70% | 23.95% | 27.41% | 32.51% | 32.15% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | 9.00% | 8.32% | 12.10% |
| Excess over benchmark | 15.97% | 35.05% | 25.14% | 18.41% | 24.19% | 20.05% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Jan 2026 | 23 Mar 2026 | −21.72% | 53 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |