FindPMS IndiaPhillip Star Portfolio
Equity
1 Month
-5.89%
6 Months
+11.44%
1 Year
+0.64%
3 Years
+11.59%
5 Years
+10.47%
Since Inception
+13.20%
AUM
₹9 Cr
Risk & Performance (vs NIFTY 500)
Volatility
13.91%
Sharpe Ratio
0.61
Sortino Ratio
0.53
Max Drawdown
-16.70%
Beta
0.90
Alpha
+3.46%
Information Ratio
0.69
Tracking Error
3.51%
Calmar Ratio
0.93
Up Capture
96.4%
Down Capture
75.7%
Win Rate
73.8%
Best Month
+9.69%
Worst Month
-10.43%