Emerging Opportunities Strategy

Equity

Zen Wealth Management Services Ltd

1 Month

+2.65%

6 Months

+14.03%

1 Year

+10.61%

3 Years

+14.40%

5 Years

+25.62%

Since Inception

+37.59%

AUM

₹198 Cr

Risk & Performance (vs NIFTY 500)

Volatility

20.11%

Sharpe Ratio

0.94

Sortino Ratio

1.02

Max Drawdown

-18.96%

Beta

1.11

Alpha

+9.97%

Information Ratio

0.85

Tracking Error

11.80%

Calmar Ratio

1.36

Up Capture

120.3%

Down Capture

64.7%

Win Rate

61.0%

Best Month

+15.17%

Worst Month

-11.38%