| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Shriram Future GEMS | 7.23% | 25.48% | — | — | — | 30.29% |
| NIFTY 50 TRI | −7.00% | −0.35% | — | — | — | 4.53% |
| Excess over benchmark | 14.23% | 25.83% | — | — | — | 25.76% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −15.67% | – | 12 Aug 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −15.08% | 210 days | – | – |