ABC Equity Portfolio

Equity

Oaks Asset Management Private Limited

1 Month

+10.98%

6 Months

+2.96%

1 Year

+12.42%

3 Years

+15.95%

5 Years

+16.27%

Since Inception

+16.47%

AUM

₹146 Cr

Risk & Performance (vs NIFTY 500)

Volatility

16.28%

Sharpe Ratio

0.65

Sortino Ratio

0.66

Max Drawdown

-21.89%

Beta

0.96

Alpha

+2.51%

Information Ratio

0.29

Tracking Error

6.85%

Calmar Ratio

0.81

Up Capture

103.8%

Down Capture

93.7%

Win Rate

67.6%

Best Month

+10.98%

Worst Month

-9.60%