Performance Analytics
Track portfolio returns, SIP performance, and risk metrics
Rolling Returns Analysis
+2.3%
Absolute Return (YTD)
18.5%
+0.8%
CAGR (5Y)
12.3%
+0.5%
Alpha
3.8%
+0.12
Sharpe Ratio
1.45
Portfolio Growth vs Benchmark
- Your Portfolio
- Benchmark (Nifty 50)
Sector Allocation
IT
22.5%
Banking
15.8%
Pharma
18.2%
Automotive
14.5%
FMCG
12.3%
Energy
10.2%
Others
16.8%
Risk Metrics
Volatility (Annual)14.2%
Max Drawdown-8.5%
Sortino Ratio1.92
Beta0.95
Standard Deviation12.8%