IDEAA Portfolio

Multi Asset

Anand Rathi Advisors Limited

1 Month

-6.12%

6 Months

+8.33%

1 Year

+5.35%

3 Years

-

5 Years

-

Since Inception

+5.67%

AUM

₹79 Cr

Risk & Performance (vs NIFTY 500)

Volatility

16.13%

Sharpe Ratio

-0.04

Sortino Ratio

-0.03

Max Drawdown

-11.35%

Beta

0.93

Alpha

+5.70%

Information Ratio

1.05

Tracking Error

5.71%

Calmar Ratio

0.56

Up Capture

90.6%

Down Capture

57.2%

Win Rate

70.6%

Best Month

+11.76%

Worst Month

-11.35%