Focused Leadership Portfolio

Equity

Wealth Managers (India) Pvt. Ltd.

1 Month

+3.88%

6 Months

+10.73%

1 Year

+9.53%

3 Years

+12.56%

5 Years

+9.04%

Since Inception

+13.10%

AUM

₹138 Cr

Risk & Performance (vs NIFTY 500)

Volatility

16.05%

Sharpe Ratio

0.65

Sortino Ratio

0.61

Max Drawdown

-16.39%

Beta

0.95

Alpha

+2.49%

Information Ratio

0.26

Tracking Error

7.58%

Calmar Ratio

1.07

Up Capture

103.6%

Down Capture

92.5%

Win Rate

62.5%

Best Month

+13.88%

Worst Month

-13.27%