Barclays Wealth Dynamic Opportunities portfolio

Equity

Barclays Securities (India) Private Limited

1 Month

+0.95%

6 Months

+2.13%

1 Year

-1.99%

3 Years

+9.70%

5 Years

+5.04%

Since Inception

+5.97%

AUM

₹144 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.61%

Sharpe Ratio

0.44

Sortino Ratio

0.39

Max Drawdown

-19.78%

Beta

0.93

Alpha

-0.98%

Information Ratio

-0.26

Tracking Error

5.37%

Calmar Ratio

0.68

Up Capture

88.9%

Down Capture

86.5%

Win Rate

68.3%

Best Month

+10.56%

Worst Month

-10.83%