Core and Satellite Equity Portfolio1

Equity

Aditya Birla Money Limited

1 Month

-3.89%

6 Months

+21.12%

1 Year

+0.14%

3 Years

+11.65%

5 Years

+9.39%

Since Inception

+8.12%

AUM

₹18 Cr

Risk & Performance (vs NIFTY 500)

Volatility

18.19%

Sharpe Ratio

0.50

Sortino Ratio

0.47

Max Drawdown

-19.45%

Beta

1.08

Alpha

+4.26%

Information Ratio

0.56

Tracking Error

8.17%

Calmar Ratio

0.83

Up Capture

106.9%

Down Capture

80.5%

Win Rate

70.7%

Best Month

+16.23%

Worst Month

-12.57%