Concept Legend

Equity

Concept Investwell Private Limited

1 Month

-1.95%

6 Months

-5.01%

1 Year

+0.02%

3 Years

+4.69%

5 Years

+3.56%

Since Inception

+10.82%

AUM

₹20 Cr

Risk & Performance (vs NIFTY 500)

Volatility

13.67%

Sharpe Ratio

0.23

Sortino Ratio

0.21

Max Drawdown

-17.36%

Beta

0.85

Alpha

-2.86%

Information Ratio

-0.65

Tracking Error

5.71%

Calmar Ratio

0.58

Up Capture

84.3%

Down Capture

95.3%

Win Rate

66.7%

Best Month

+7.93%

Worst Month

-9.67%