Barclays Wealth Creator

Equity

Barclays Securities (India) Private Limited

1 Month

-0.58%

6 Months

+3.33%

1 Year

+0.38%

3 Years

+6.16%

5 Years

+3.86%

Since Inception

+10.90%

AUM

₹70 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.21%

Sharpe Ratio

0.23

Sortino Ratio

0.21

Max Drawdown

-19.40%

Beta

0.92

Alpha

-4.08%

Information Ratio

-0.97

Tracking Error

4.42%

Calmar Ratio

0.53

Up Capture

82.6%

Down Capture

95.9%

Win Rate

65.9%

Best Month

+9.68%

Worst Month

-9.27%