ACTIVELY MANAGED TOTAL RETURN PORTFOLIO

Debt

PATERSON SECURITIES PRIVATE LIMITED

1 Month

+0.99%

6 Months

+7.54%

1 Year

+12.20%

3 Years

-

5 Years

-

Since Inception

+10.37%

AUM

₹73 Cr

Risk & Performance (vs NIFTY 500)

Volatility

2.32%

Sharpe Ratio

1.13

Sortino Ratio

0.80

Max Drawdown

-1.35%

Beta

0.10

Alpha

+3.14%

Information Ratio

0.40

Tracking Error

14.90%

Calmar Ratio

7.13

Up Capture

30.4%

Down Capture

-12.3%

Win Rate

89.3%

Best Month

+2.20%

Worst Month

-1.35%