FindPMS IndiaHelios India Rising Portfolio
Equity
1 Month
+5.04%
6 Months
+11.97%
1 Year
+10.25%
3 Years
+16.00%
5 Years
+12.56%
Since Inception
+20.19%
AUM
₹1.6K Cr
Risk & Performance (vs NIFTY 500)
Volatility
16.25%
Sharpe Ratio
0.90
Sortino Ratio
0.74
Max Drawdown
-19.49%
Beta
1.01
Alpha
+6.51%
Information Ratio
0.90
Tracking Error
6.55%
Calmar Ratio
1.11
Up Capture
108.6%
Down Capture
72.2%
Win Rate
75.6%
Best Month
+13.44%
Worst Month
-12.12%