FORT VALUE

Equity

FORT CAPITAL INVESTMENT ADVISORY PRIVATE LIMITED

1 Month

+3.65%

6 Months

+40.19%

1 Year

+23.72%

3 Years

+14.30%

5 Years

+17.19%

Since Inception

+16.19%

AUM

₹14 Cr

Risk & Performance (vs NIFTY 500)

Volatility

20.42%

Sharpe Ratio

0.61

Sortino Ratio

0.56

Max Drawdown

-22.80%

Beta

0.97

Alpha

+7.02%

Information Ratio

0.48

Tracking Error

14.38%

Calmar Ratio

0.85

Up Capture

104.7%

Down Capture

59.6%

Win Rate

66.7%

Best Month

+16.47%

Worst Month

-15.15%