AI Dynamic

Equity

Concept Investwell Private Limited

1 Month

+0.46%

6 Months

+5.00%

1 Year

+13.37%

3 Years

+8.23%

5 Years

+6.66%

Since Inception

+14.07%

AUM

₹3 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.33%

Sharpe Ratio

0.24

Sortino Ratio

0.20

Max Drawdown

-24.12%

Beta

0.87

Alpha

-2.46%

Information Ratio

-0.36

Tracking Error

8.24%

Calmar Ratio

0.44

Up Capture

85.0%

Down Capture

91.2%

Win Rate

69.2%

Best Month

+7.33%

Worst Month

-10.52%