How is the Sharpe Ratio for SIFs calculated?

The Sharpe Ratio is calculated as (Annualised Return - Risk-Free Rate) / (Daily StdDev * sqrt(252)), using a standard Indian risk-free rate of 6.0%.

What is the Alpha Shield rating?

Alpha Shield is a custom rating based on the Sharpe Ratio and volatility profile: Excellent for Sharpe >= 1.5, High for >= 1.0, Moderate for >= 0.5, and Low for < 0.5.

Compare SIF Performance & Investment Returns

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Benchmark (Nifty 500 TRI)

Standard Equity Reference Index

— Reference Index

Annualised+12.80%

1M+1.20%

3M+3.50%

SIN/A

Sharpe0.85

Shield

MOD 🛡️🛡️

Why Compare SIF Performance & Returns?

When selecting a Specialised Investment Fund (SIF), it's vital to compare SIF returns alongside risk-adjusted metrics like the Sharpe Ratio and maximum drawdowns. Since these funds employ long-short strategies, comparing SIF options side-by-side helps identify the best SIF returns that fit your capital-protection and alpha-generation goals without taking excessive volatility.