Valtrust Equity Hybrid Funds

Hybrid

Valtrust Partners Llp

1 Month

-2.67%

6 Months

+4.72%

1 Year

+7.50%

3 Years

+15.47%

5 Years

-

Since Inception

+18.28%

AUM

₹2 Cr

Risk & Performance (vs NIFTY 500)

Volatility

9.69%

Sharpe Ratio

1.15

Sortino Ratio

1.02

Max Drawdown

-9.12%

Beta

0.56

Alpha

+7.97%

Information Ratio

0.51

Tracking Error

8.25%

Calmar Ratio

1.99

Up Capture

77.4%

Down Capture

26.4%

Win Rate

73.8%

Best Month

+6.03%

Worst Month

-7.22%