SiMPL Small Cap Value Portfolio

Equity

Securities Investment Management Private Limited

1 Month

-1.36%

6 Months

+28.42%

1 Year

+15.94%

3 Years

+18.83%

5 Years

-

Since Inception

+20.76%

AUM

₹159 Cr

Risk & Performance (vs NIFTY 500)

Volatility

20.37%

Sharpe Ratio

0.65

Sortino Ratio

0.69

Max Drawdown

-20.47%

Beta

0.99

Alpha

+8.72%

Information Ratio

0.61

Tracking Error

13.80%

Calmar Ratio

0.99

Up Capture

110.0%

Down Capture

59.1%

Win Rate

58.5%

Best Month

+14.99%

Worst Month

-12.36%