INVASSET GROWTH FUND

Equity

1 Month

-2.23%

6 Months

+14.42%

1 Year

+6.08%

3 Years

+10.96%

5 Years

+17.77%

Since Inception

+25.38%

AUM

₹239 Cr

Risk & Performance (vs NIFTY 500)

Volatility

24.75%

Sharpe Ratio

0.92

Sortino Ratio

1.24

Max Drawdown

-27.90%

Beta

1.13

Alpha

+16.53%

Information Ratio

0.90

Tracking Error

18.15%

Calmar Ratio

1.07

Up Capture

129.8%

Down Capture

40.9%

Win Rate

61.9%

Best Month

+17.14%

Worst Month

-12.19%