Core Equity Portfolio

Equity

Aditya Birla Sun Life Amc Limited

1 Month

-6.46%

6 Months

+6.46%

1 Year

-4.72%

3 Years

+4.66%

5 Years

+5.82%

Since Inception

+17.13%

AUM

₹153 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.39%

Sharpe Ratio

0.22

Sortino Ratio

0.19

Max Drawdown

-18.20%

Beta

0.93

Alpha

-2.02%

Information Ratio

-0.59

Tracking Error

3.86%

Calmar Ratio

0.56

Up Capture

92.0%

Down Capture

100.7%

Win Rate

64.3%

Best Month

+7.77%

Worst Month

-12.26%