Core and Satellite Equity Portfolio

Equity

Aditya Birla Money Limited

1 Month

-3.74%

6 Months

+22.10%

1 Year

+1.18%

3 Years

+12.53%

5 Years

+8.67%

Since Inception

+9.46%

AUM

₹51 Cr

Risk & Performance (vs NIFTY 500)

Volatility

18.45%

Sharpe Ratio

0.53

Sortino Ratio

0.50

Max Drawdown

-19.65%

Beta

1.09

Alpha

+4.95%

Information Ratio

0.62

Tracking Error

8.59%

Calmar Ratio

0.86

Up Capture

109.5%

Down Capture

80.4%

Win Rate

70.7%

Best Month

+16.31%

Worst Month

-12.27%