CORE and SATELLITE PORTFOLIO SCHEME 1

Equity

Aditya Birla Money Limited

1 Month

-3.71%

6 Months

+22.05%

1 Year

+1.44%

3 Years

+12.69%

5 Years

+9.35%

Since Inception

+12.95%

AUM

₹2 Cr

Risk & Performance (vs NIFTY 500)

Volatility

17.55%

Sharpe Ratio

0.43

Sortino Ratio

0.39

Max Drawdown

-19.73%

Beta

1.05

Alpha

+4.82%

Information Ratio

0.60

Tracking Error

8.09%

Calmar Ratio

0.74

Up Capture

107.3%

Down Capture

79.2%

Win Rate

72.5%

Best Month

+16.41%

Worst Month

-11.94%