EQUENTIS MULTI CAP PORTFOLIO

Equity

Equentis Wealth Advisory Services Limited

1 Month

+1.89%

6 Months

+6.49%

1 Year

+7.74%

3 Years

-

5 Years

-

Since Inception

+3.50%

AUM

₹93 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.40%

Sharpe Ratio

0.40

Sortino Ratio

0.39

Max Drawdown

-13.50%

Beta

0.88

Alpha

+1.66%

Information Ratio

0.21

Tracking Error

3.65%

Calmar Ratio

0.94

Up Capture

92.8%

Down Capture

80.5%

Win Rate

72.2%

Best Month

+9.18%

Worst Month

-10.33%