Equity Focused Discretionary PMS

Equity

Wealthbridge Capital Advisors Private Limited

1 Month

+3.74%

6 Months

+24.07%

1 Year

+18.59%

3 Years

+6.42%

5 Years

+18.50%

Since Inception

+14.78%

AUM

₹81 Cr

Risk & Performance (vs NIFTY 500)

Volatility

21.84%

Sharpe Ratio

0.56

Sortino Ratio

0.66

Max Drawdown

-23.58%

Beta

1.17

Alpha

+3.00%

Information Ratio

0.36

Tracking Error

13.77%

Calmar Ratio

0.82

Up Capture

115.9%

Down Capture

95.3%

Win Rate

56.1%

Best Month

+18.63%

Worst Month

-10.49%