Valtrust Equity Hybrid Funds

Hybrid

Valtrust Partners Llp

1 Month

+1.21%

6 Months

-0.18%

1 Year

+13.93%

3 Years

+17.19%

5 Years

-

Since Inception

+19.70%

AUM

₹2 Cr

Risk & Performance (vs NIFTY 500)

Volatility

9.55%

Sharpe Ratio

1.31

Sortino Ratio

1.16

Max Drawdown

-9.12%

Beta

0.56

Alpha

+8.07%

Information Ratio

0.41

Tracking Error

8.20%

Calmar Ratio

2.14

Up Capture

77.4%

Down Capture

23.8%

Win Rate

75.6%

Best Month

+6.03%

Worst Month

-7.22%