The Opportunistic

Equity

J M Financial Ltd

1 Month

+5.53%

6 Months

+22.18%

1 Year

+29.47%

3 Years

+26.51%

5 Years

+18.74%

Since Inception

+10.24%

AUM

₹11 Cr

Risk & Performance (vs NIFTY 500)

Volatility

17.28%

Sharpe Ratio

1.30

Sortino Ratio

1.23

Max Drawdown

-21.00%

Beta

1.01

Alpha

+14.36%

Information Ratio

1.39

Tracking Error

8.95%

Calmar Ratio

1.40

Up Capture

130.2%

Down Capture

67.6%

Win Rate

75.6%

Best Month

+14.47%

Worst Month

-12.10%