

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Geojit Ethical | 3.98% | 1.62% | −7.33% | 4.68% | — | 5.77% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | — | 11.64% |
| Excess over benchmark | 5.00% | −3.10% | −7.22% | −7.41% | — | −5.87% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 10 Sep 2024 | 31 Mar 2026 | −28.39% | 567 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |