Upswing is your Steady and reliable all-terrain SUV, designed for Secure yet Adventurous Financial Journeys
Built on Quality index Stocks
Diversified Portfolio with no exit load
Outperform Nifty 50 by 3-5%.
| Period | Portfolio | S&P BSE 500 (TRI) |
|---|---|---|
| 1 Month | 3.06 % | 4.27 % |
| 3 Month | 1.00 % | 3.72 % |
| 6 Month | 0.00 % | 0.00 % |
| 1 Year | 0.00 % | 0.00 % |
| Since inception date 05/05/2025 | 3.46 % | 8.38 % |
| Period | Portfolio | S&P BSE 500 (TRI) |
|---|---|---|
| Downside Risk – Semi Deviation | 2.67 % | 2.11 % |
| Sharpe Ratio | 0.63 % | 1.75 % |
| CAPM Beta | 1.06 % | 1.00 % |
| Treynor | 7.08 % | 16.65 % |
| Jensen’s Alpha | -10.17 % | 0.00 % |
| M – Squared | 6.02 % | 16.65 % |
Time weighted – Daily valuation method is used for rate of return calculation. Portfolio valuation is done on the date of any external cash flow with daily weighted cash flows. Periodic returns are geometrically linked. Total return includes realized and unrealized gains and income. Calculations are after deduction of transaction charges. Trade date accounting is used for calculations. Accrual accounting is used for fixed income securities. Market values of fixed income securities include accrued income. Accrual accounting is used for a dividend as of ex-dividend date.
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