| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| ValueQuest Platinum | — | 5.50% | 1.15% | 14.22% | 16.13% | 18.70% |
| Nifty 500 | −9.50% | 2.98% | 0.42% | 11.89% | 12.35% | 12.87% |
| Excess over benchmark | — | 2.52% | 0.73% | 2.33% | 3.78% | 5.83% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 27 Feb 2024 | 13 Mar 2024 | −6.25% | 15 days | 26 Mar 2024 | 13 days |
| Benchmark | 31 Aug 2021 | 20 Jun 2022 | −17.77% | 293 days | 30 Nov 2022 | 163 days |