Concentrated Growth Portfolio

Equity

Dwaith Advisory Private Limited

1 Month

+9.47%

6 Months

+22.18%

1 Year

+44.34%

3 Years

-

5 Years

-

Since Inception

+18.05%

AUM

₹223 Cr

Risk & Performance (vs NIFTY 500)

Volatility

27.56%

Sharpe Ratio

0.54

Sortino Ratio

0.57

Max Drawdown

-21.30%

Beta

1.47

Alpha

+17.61%

Information Ratio

1.00

Tracking Error

17.35%

Calmar Ratio

1.03

Up Capture

181.5%

Down Capture

103.3%

Win Rate

64.0%

Best Month

+17.58%

Worst Month

-16.10%