| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| NAFA Small Cap | −0.14% | −3.87% | −6.41% | 5.03% | 11.30% | 15.74% |
| Nifty 500 | −1.02% | 1.86% | −0.11% | 12.08% | 10.90% | 14.27% |
| Excess over benchmark | 0.88% | −5.73% | −6.30% | −7.05% | 0.40% | 1.47% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 23 Sep 2024 | 31 Mar 2026 | −31.48% | 554 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |