IDEAA Portfolio

Multi Asset

Anand Rathi Advisors Limited

1 Month

+0.97%

6 Months

+2.31%

1 Year

+14.75%

3 Years

-

5 Years

-

Since Inception

+11.00%

AUM

₹83 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.46%

Sharpe Ratio

0.32

Sortino Ratio

0.23

Max Drawdown

-11.35%

Beta

0.91

Alpha

+6.90%

Information Ratio

1.12

Tracking Error

5.86%

Calmar Ratio

1.05

Up Capture

90.6%

Down Capture

43.4%

Win Rate

75.0%

Best Month

+11.76%

Worst Month

-11.35%