FindPMS IndiaInvesco India Caterpillar Portfolio
Equity
1 Month
-5.26%
6 Months
+19.21%
1 Year
+9.49%
3 Years
+14.10%
5 Years
+13.08%
Since Inception
+11.95%
AUM
₹81 Cr
Risk & Performance (vs NIFTY 500)
Volatility
18.20%
Sharpe Ratio
0.65
Sortino Ratio
0.56
Max Drawdown
-24.18%
Beta
1.07
Alpha
+5.76%
Information Ratio
0.69
Tracking Error
8.59%
Calmar Ratio
0.78
Up Capture
116.9%
Down Capture
90.1%
Win Rate
69.0%
Best Month
+11.61%
Worst Month
-14.57%