Focused Leadership Portfolio

Equity

Wealth Managers (India) Pvt. Ltd.

1 Month

-1.57%

6 Months

+28.35%

1 Year

+10.89%

3 Years

+12.86%

5 Years

+8.33%

Since Inception

+13.21%

AUM

₹142 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.94%

Sharpe Ratio

0.59

Sortino Ratio

0.57

Max Drawdown

-16.39%

Beta

0.92

Alpha

+3.97%

Information Ratio

0.41

Tracking Error

7.81%

Calmar Ratio

1.00

Up Capture

103.6%

Down Capture

84.6%

Win Rate

61.0%

Best Month

+13.88%

Worst Month

-13.27%