Barclays Wealth Dynamic Opportunities portfolio

Equity

Barclays Securities (India) Private Limited

1 Month

-3.25%

6 Months

+10.80%

1 Year

-6.14%

3 Years

+8.26%

5 Years

+3.82%

Since Inception

+5.74%

AUM

₹126 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.63%

Sharpe Ratio

0.34

Sortino Ratio

0.31

Max Drawdown

-19.78%

Beta

0.91

Alpha

-0.09%

Information Ratio

-0.11

Tracking Error

5.50%

Calmar Ratio

0.61

Up Capture

88.9%

Down Capture

82.8%

Win Rate

66.7%

Best Month

+10.56%

Worst Month

-10.83%