FindPMS IndiaHelios India Rising Portfolio
Equity
1 Month
-4.63%
6 Months
+21.51%
1 Year
+2.95%
3 Years
+13.48%
5 Years
+11.19%
Since Inception
+19.05%
AUM
₹1.6K Cr
Risk & Performance (vs NIFTY 500)
Volatility
16.41%
Sharpe Ratio
0.75
Sortino Ratio
0.63
Max Drawdown
-19.49%
Beta
1.01
Alpha
+6.69%
Information Ratio
0.94
Tracking Error
6.48%
Calmar Ratio
0.99
Up Capture
108.6%
Down Capture
73.0%
Win Rate
73.8%
Best Month
+13.44%
Worst Month
-12.12%