Emerging Opportunities Strategy

Equity

Zen Wealth Management Services Ltd

1 Month

-3.66%

6 Months

+23.96%

1 Year

+5.54%

3 Years

+12.57%

5 Years

+22.02%

Since Inception

+36.11%

AUM

₹191 Cr

Risk & Performance (vs NIFTY 500)

Volatility

20.10%

Sharpe Ratio

0.84

Sortino Ratio

0.92

Max Drawdown

-18.96%

Beta

1.09

Alpha

+10.68%

Information Ratio

0.89

Tracking Error

11.68%

Calmar Ratio

1.26

Up Capture

120.3%

Down Capture

64.4%

Win Rate

59.5%

Best Month

+15.17%

Worst Month

-11.38%