OAKS ASSET ALLOCATOR

Multi Asset

Oaks Asset Management Private Limited

1 Month

+2.10%

6 Months

-0.30%

1 Year

+2.38%

3 Years

+7.41%

5 Years

-

Since Inception

+7.11%

AUM

₹131 Cr

Risk & Performance (vs NIFTY 500)

Volatility

9.64%

Sharpe Ratio

0.05

Sortino Ratio

0.04

Max Drawdown

-13.27%

Beta

0.57

Alpha

-4.17%

Information Ratio

-0.97

Tracking Error

7.82%

Calmar Ratio

0.56

Up Capture

51.5%

Down Capture

52.9%

Win Rate

74.4%

Best Month

+7.07%

Worst Month

-8.73%