Concept Legend

Equity

Concept Investwell Private Limited

1 Month

-5.17%

6 Months

-0.19%

1 Year

-5.62%

3 Years

+2.72%

5 Years

+2.28%

Since Inception

+10.43%

AUM

₹19 Cr

Risk & Performance (vs NIFTY 500)

Volatility

13.89%

Sharpe Ratio

0.08

Sortino Ratio

0.07

Max Drawdown

-17.36%

Beta

0.85

Alpha

-2.80%

Information Ratio

-0.60

Tracking Error

5.66%

Calmar Ratio

0.47

Up Capture

84.3%

Down Capture

94.4%

Win Rate

65.0%

Best Month

+7.93%

Worst Month

-9.67%