| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Invasset Growth | 6.70% | 6.76% | −2.97% | 15.24% | 18.34% | 26.15% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.91% | 15.16% |
| Excess over benchmark | 7.72% | 2.04% | −2.86% | 3.15% | 7.43% | 10.99% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 11 Jul 2024 | 23 Mar 2026 | −32.29% | 620 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |