The Indian Economic Transformation Portfolio

Equity

Nippon Life India Asset Management Ltd

1 Month

-4.23%

6 Months

+15.03%

1 Year

+4.42%

3 Years

+12.24%

5 Years

+8.45%

Since Inception

+14.18%

AUM

₹41 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.56%

Sharpe Ratio

0.60

Sortino Ratio

0.61

Max Drawdown

-16.91%

Beta

0.92

Alpha

+3.57%

Information Ratio

0.55

Tracking Error

4.87%

Calmar Ratio

0.93

Up Capture

98.7%

Down Capture

78.3%

Win Rate

61.9%

Best Month

+11.45%

Worst Month

-9.08%