FindPMS IndiaInvesco India Caterpillar Portfolio
Equity
1 Month
+5.09%
6 Months
+12.77%
1 Year
+18.71%
3 Years
+16.31%
5 Years
+16.50%
Since Inception
+12.31%
AUM
₹85 Cr
Risk & Performance (vs NIFTY 500)
Volatility
18.03%
Sharpe Ratio
0.79
Sortino Ratio
0.67
Max Drawdown
-24.18%
Beta
1.08
Alpha
+5.57%
Information Ratio
0.68
Tracking Error
8.70%
Calmar Ratio
0.88
Up Capture
116.9%
Down Capture
90.2%
Win Rate
70.7%
Best Month
+11.61%
Worst Month
-14.57%