| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Carnelian Capital Contra Portfolio | 6.04% | 15.12% | −1.48% | 22.90% | — | 24.96% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.08% | — | 11.42% |
| Excess over benchmark | 7.06% | 10.40% | −1.37% | 10.82% | — | 13.54% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 28 Feb 2025 | −25.24% | 121 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |