Phillip Star Portfolio

Equity

Phillipcapital (India) Pvt Ltd

1 Month

+1.81%

6 Months

+5.50%

1 Year

+7.66%

3 Years

+14.26%

5 Years

+12.30%

Since Inception

+14.21%

AUM

₹9 Cr

Risk & Performance (vs NIFTY 500)

Volatility

13.51%

Sharpe Ratio

0.81

Sortino Ratio

0.70

Max Drawdown

-16.70%

Beta

0.89

Alpha

+3.90%

Information Ratio

0.69

Tracking Error

3.56%

Calmar Ratio

1.08

Up Capture

96.4%

Down Capture

72.4%

Win Rate

75.6%

Best Month

+9.69%

Worst Month

-10.43%