Valtrust Equity Funds

Equity

Valtrust Partners Llp

1 Month

-3.12%

6 Months

+13.82%

1 Year

+11.84%

3 Years

+16.85%

5 Years

-

Since Inception

+21.24%

AUM

₹5 Cr

Risk & Performance (vs NIFTY 500)

Volatility

12.04%

Sharpe Ratio

1.16

Sortino Ratio

1.17

Max Drawdown

-12.56%

Beta

0.73

Alpha

+9.84%

Information Ratio

1.08

Tracking Error

6.32%

Calmar Ratio

1.67

Up Capture

92.6%

Down Capture

36.8%

Win Rate

76.2%

Best Month

+11.24%

Worst Month

-7.21%