Equity Focused Discretionary PMS

Equity

Wealthbridge Capital Advisors Private Limited

1 Month

-3.01%

6 Months

+33.00%

1 Year

+11.86%

3 Years

+3.64%

5 Years

+17.11%

Since Inception

+14.29%

AUM

₹75 Cr

Risk & Performance (vs NIFTY 500)

Volatility

21.72%

Sharpe Ratio

0.50

Sortino Ratio

0.59

Max Drawdown

-23.58%

Beta

1.13

Alpha

+4.43%

Information Ratio

0.42

Tracking Error

13.67%

Calmar Ratio

0.75

Up Capture

115.9%

Down Capture

90.0%

Win Rate

54.8%

Best Month

+18.63%

Worst Month

-10.49%