The Indian Economic Transformation Portfolio Systematic Rebalancing Option

Equity

Nippon Life India Asset Management Ltd

1 Month

-4.22%

6 Months

+15.37%

1 Year

+4.85%

3 Years

+12.47%

5 Years

+8.65%

Since Inception

+12.32%

AUM

₹162 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.38%

Sharpe Ratio

0.62

Sortino Ratio

0.63

Max Drawdown

-16.19%

Beta

0.90

Alpha

+3.80%

Information Ratio

0.55

Tracking Error

5.05%

Calmar Ratio

0.98

Up Capture

97.5%

Down Capture

75.3%

Win Rate

61.9%

Best Month

+11.33%

Worst Month

-8.90%