EQUENTIS CONCENTRATED PORTFOLIO

Equity

Equentis Wealth Advisory Services Limited

1 Month

-5.29%

6 Months

+11.79%

1 Year

-0.77%

3 Years

-

5 Years

-

Since Inception

+1.97%

AUM

₹24 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.57%

Sharpe Ratio

0.19

Sortino Ratio

0.19

Max Drawdown

-13.84%

Beta

0.92

Alpha

+3.07%

Information Ratio

0.71

Tracking Error

3.79%

Calmar Ratio

0.72

Up Capture

96.4%

Down Capture

78.1%

Win Rate

57.9%

Best Month

+10.06%

Worst Month

-9.77%