

| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Purnartha One | 4.82% | 8.20% | 5.52% | — | — | 8.35% |
| Nifty 500 | −1.02% | 6.86% | 4.68% | — | — | 10.74% |
| Excess over benchmark | 5.84% | 1.34% | 0.84% | — | — | −2.39% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 28 Feb 2025 | −10.35% | 121 days | 31 May 2025 | 92 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |