SiMPL Multi Cap Value Portfolio

Equity

Securities Investment Management Private Limited

1 Month

-2.02%

6 Months

+6.48%

1 Year

+4.06%

3 Years

+14.04%

5 Years

+13.34%

Since Inception

+18.30%

AUM

₹1.5K Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.55%

Sharpe Ratio

0.79

Sortino Ratio

0.82

Max Drawdown

-16.85%

Beta

0.89

Alpha

+4.42%

Information Ratio

0.45

Tracking Error

6.74%

Calmar Ratio

1.10

Up Capture

101.9%

Down Capture

79.9%

Win Rate

61.0%

Best Month

+10.83%

Worst Month

-10.15%