SiMPL Small Cap Value Portfolio

Equity

Securities Investment Management Private Limited

1 Month

+3.62%

6 Months

+15.09%

1 Year

+15.15%

3 Years

+19.71%

5 Years

-

Since Inception

+21.84%

AUM

₹154 Cr

Risk & Performance (vs NIFTY 500)

Volatility

20.56%

Sharpe Ratio

0.69

Sortino Ratio

0.72

Max Drawdown

-20.47%

Beta

1.03

Alpha

+7.17%

Information Ratio

0.53

Tracking Error

13.81%

Calmar Ratio

1.04

Up Capture

110.0%

Down Capture

64.0%

Win Rate

60.0%

Best Month

+14.99%

Worst Month

-12.36%