Deep portfolio insights & performance attribution
Portfolio Return
+5.48%
Since inception
Alpha vs NIFTY
-2.12%
NIFTY: +7.6% YTD
Portfolio Beta
0.95
Market-like
Sharpe Ratio
-0.09
Poor risk-adj.
Multi-dimensional portfolio health
IT
+0.91%
8 stocks
Banking
+1.12%
12 stocks
Energy
+1.22%
5 stocks
FMCG
+0.35%
7 stocks
Pharma
+1.87%
9 stocks
Auto
-0.45%
6 stocks
Infrastructure
+1.34%
4 stocks
NBFC
+1.95%
Metals
-1.23%
Cement
+2.13%
Utilities
+1.78%
Consumer
+0.67%
Concentration Risk
17.8%
Largest single position
Less volatile than market
Volatility
11.8%
Estimated annualized vol.