FindPMS IndiaKotak Equity Portfolio Investment Approach
Equity
1 Month
-7.43%
6 Months
+7.42%
1 Year
+2.40%
3 Years
+9.75%
5 Years
-
Since Inception
+13.05%
AUM
₹1 Cr
Risk & Performance (vs NIFTY 500)
Volatility
16.29%
Sharpe Ratio
0.64
Sortino Ratio
0.54
Max Drawdown
-17.61%
Beta
0.98
Alpha
+4.86%
Information Ratio
0.63
Tracking Error
6.91%
Calmar Ratio
0.99
Up Capture
104.2%
Down Capture
76.8%
Win Rate
71.4%
Best Month
+9.27%
Worst Month
-11.87%