EQUENTIS CONCENTRATED PORTFOLIO

Equity

Equentis Wealth Advisory Services Limited

1 Month

+2.11%

6 Months

+6.51%

1 Year

+4.40%

3 Years

-

5 Years

-

Since Inception

+5.71%

AUM

₹25 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.11%

Sharpe Ratio

0.50

Sortino Ratio

0.53

Max Drawdown

-13.84%

Beta

0.92

Alpha

+3.29%

Information Ratio

0.64

Tracking Error

3.88%

Calmar Ratio

1.05

Up Capture

96.4%

Down Capture

74.6%

Win Rate

61.1%

Best Month

+10.06%

Worst Month

-9.77%