Customised Equity Portfolio

Equity

Aditya Birla Sun Life Amc Limited

1 Month

-3.40%

6 Months

+10.13%

1 Year

+3.99%

3 Years

-

5 Years

-

Since Inception

+3.98%

AUM

₹110 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.68%

Sharpe Ratio

-0.30

Sortino Ratio

-0.29

Max Drawdown

-14.22%

Beta

0.91

Alpha

+2.90%

Information Ratio

0.71

Tracking Error

4.99%

Calmar Ratio

0.16

Up Capture

100.2%

Down Capture

82.8%

Win Rate

56.5%

Best Month

+9.61%

Worst Month

-9.48%