CORE and SATELLITE PORTFOLIO SCHEME 1

Equity

Aditya Birla Money Limited

1 Month

+3.28%

6 Months

+11.61%

1 Year

+6.45%

3 Years

+15.76%

5 Years

+10.07%

Since Inception

+13.76%

AUM

₹2 Cr

Risk & Performance (vs NIFTY 500)

Volatility

17.56%

Sharpe Ratio

0.53

Sortino Ratio

0.47

Max Drawdown

-19.73%

Beta

1.07

Alpha

+4.03%

Information Ratio

0.53

Tracking Error

8.13%

Calmar Ratio

0.83

Up Capture

107.3%

Down Capture

81.5%

Win Rate

74.4%

Best Month

+16.41%

Worst Month

-11.94%