FindPMS IndiaTrivantage Capital Small & Mid Cap Financials Portfolio
Equity
1 Month
-7.10%
6 Months
+12.94%
1 Year
+13.18%
3 Years
+11.07%
5 Years
-
Since Inception
+16.35%
AUM
₹27 Cr
Risk & Performance (vs NIFTY 500)
Volatility
20.43%
Sharpe Ratio
0.48
Sortino Ratio
0.45
Max Drawdown
-20.34%
Beta
1.06
Alpha
+3.92%
Information Ratio
0.36
Tracking Error
12.96%
Calmar Ratio
0.83
Up Capture
113.4%
Down Capture
92.3%
Win Rate
69.0%
Best Month
+13.30%
Worst Month
-11.48%