Core and Satellite Equity Portfolio

Equity

Aditya Birla Money Limited

1 Month

+4.15%

6 Months

+11.28%

1 Year

+6.26%

3 Years

+15.66%

5 Years

+9.60%

Since Inception

+9.90%

AUM

₹53 Cr

Risk & Performance (vs NIFTY 500)

Volatility

18.46%

Sharpe Ratio

0.63

Sortino Ratio

0.58

Max Drawdown

-19.65%

Beta

1.11

Alpha

+4.05%

Information Ratio

0.55

Tracking Error

8.64%

Calmar Ratio

0.95

Up Capture

109.5%

Down Capture

82.7%

Win Rate

72.5%

Best Month

+16.31%

Worst Month

-12.27%