FindPMS IndiaTrivantage Capital Small & Mid Cap Financials Portfolio
Equity
1 Month
+2.58%
6 Months
+9.65%
1 Year
+23.46%
3 Years
+13.42%
5 Years
-
Since Inception
+19.24%
AUM
₹29 Cr
Risk & Performance (vs NIFTY 500)
Volatility
20.13%
Sharpe Ratio
0.64
Sortino Ratio
0.60
Max Drawdown
-20.34%
Beta
1.04
Alpha
+4.59%
Information Ratio
0.39
Tracking Error
13.09%
Calmar Ratio
0.98
Up Capture
113.4%
Down Capture
88.4%
Win Rate
70.7%
Best Month
+13.30%
Worst Month
-11.48%