Core and Satellite Equity Portfolio1

Equity

Aditya Birla Money Limited

1 Month

+3.71%

6 Months

+10.18%

1 Year

+5.38%

3 Years

+14.75%

5 Years

+10.21%

Since Inception

+8.72%

AUM

₹19 Cr

Risk & Performance (vs NIFTY 500)

Volatility

18.18%

Sharpe Ratio

0.60

Sortino Ratio

0.56

Max Drawdown

-19.45%

Beta

1.10

Alpha

+3.41%

Information Ratio

0.50

Tracking Error

8.22%

Calmar Ratio

0.92

Up Capture

106.9%

Down Capture

82.5%

Win Rate

72.5%

Best Month

+16.23%

Worst Month

-12.57%