FORT VALUE

Equity

FORT CAPITAL INVESTMENT ADVISORY PRIVATE LIMITED

1 Month

+5.09%

6 Months

+20.56%

1 Year

+20.29%

3 Years

+11.79%

5 Years

+16.62%

Since Inception

+15.84%

AUM

₹13 Cr

Risk & Performance (vs NIFTY 500)

Volatility

20.65%

Sharpe Ratio

0.57

Sortino Ratio

0.53

Max Drawdown

-22.80%

Beta

1.05

Alpha

+3.38%

Information Ratio

0.31

Tracking Error

13.68%

Calmar Ratio

0.82

Up Capture

104.7%

Down Capture

76.2%

Win Rate

65.9%

Best Month

+16.47%

Worst Month

-15.15%