Concentrated Growth Portfolio

Equity

Dwaith Advisory Private Limited

1 Month

+1.30%

6 Months

+41.79%

1 Year

+39.27%

3 Years

-

5 Years

-

Since Inception

+18.01%

AUM

₹237 Cr

Risk & Performance (vs NIFTY 500)

Volatility

27.00%

Sharpe Ratio

0.55

Sortino Ratio

0.56

Max Drawdown

-21.30%

Beta

1.36

Alpha

+21.42%

Information Ratio

1.15

Tracking Error

17.44%

Calmar Ratio

1.02

Up Capture

181.5%

Down Capture

84.3%

Win Rate

65.4%

Best Month

+17.58%

Worst Month

-16.10%