Concept Sepcial

Equity

Concept Investwell Private Limited

1 Month

-6.80%

6 Months

+0.85%

1 Year

-4.36%

3 Years

+6.52%

5 Years

+7.50%

Since Inception

+11.28%

AUM

₹19 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.37%

Sharpe Ratio

0.51

Sortino Ratio

0.50

Max Drawdown

-13.46%

Beta

0.69

Alpha

+4.15%

Information Ratio

0.21

Tracking Error

10.90%

Calmar Ratio

1.07

Up Capture

98.4%

Down Capture

81.4%

Win Rate

60.0%

Best Month

+7.19%

Worst Month

-7.70%