Valtrust Equity Funds

Equity

Valtrust Partners Llp

1 Month

+2.45%

6 Months

+9.02%

1 Year

+18.15%

3 Years

+18.72%

5 Years

-

Since Inception

+22.94%

AUM

₹4 Cr

Risk & Performance (vs NIFTY 500)

Volatility

11.90%

Sharpe Ratio

1.32

Sortino Ratio

1.32

Max Drawdown

-12.56%

Beta

0.74

Alpha

+9.75%

Information Ratio

0.98

Tracking Error

6.29%

Calmar Ratio

1.80

Up Capture

92.6%

Down Capture

34.5%

Win Rate

78.0%

Best Month

+11.24%

Worst Month

-7.21%