| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Karma Capital Magnolia | 4.87% | 6.50% | 0.20% | 11.40% | — | 13.00% |
| Nifty 500 | −1.02% | 4.70% | −0.10% | 12.10% | — | 14.20% |
| Excess over benchmark | 5.89% | 1.80% | 0.30% | −0.70% | — | −1.20% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Sep 2024 | 31 Mar 2026 | −17.53% | 548 days | 31 Jul 2026 | 122 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |