Barclays Wealth Creator

Equity

Barclays Securities (India) Private Limited

1 Month

-3.87%

6 Months

+9.48%

1 Year

-4.33%

3 Years

+4.57%

5 Years

+2.40%

Since Inception

+10.56%

AUM

₹58 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.27%

Sharpe Ratio

0.12

Sortino Ratio

0.11

Max Drawdown

-19.40%

Beta

0.91

Alpha

-3.35%

Information Ratio

-0.80

Tracking Error

4.54%

Calmar Ratio

0.45

Up Capture

82.6%

Down Capture

92.2%

Win Rate

64.3%

Best Month

+9.68%

Worst Month

-9.27%