Diversified Equity Portfolio

Equity

KB Capital Markets Pvt. Ltd.

1 Month

-1.40%

6 Months

-8.68%

1 Year

-4.49%

3 Years

+13.11%

5 Years

+13.37%

Since Inception

+20.12%

AUM

₹311 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.41%

Sharpe Ratio

0.58

Sortino Ratio

0.57

Max Drawdown

-15.57%

Beta

0.89

Alpha

+1.18%

Information Ratio

0.03

Tracking Error

5.20%

Calmar Ratio

0.98

Up Capture

93.4%

Down Capture

85.1%

Win Rate

68.4%

Best Month

+9.70%

Worst Month

-11.46%