Focused Strategy

Equity

Zen Wealth Management Services Ltd

1 Month

+3.99%

6 Months

+21.27%

1 Year

+50.83%

3 Years

-

5 Years

-

Since Inception

+14.76%

AUM

₹50 Cr

Risk & Performance (vs NIFTY 500)

Volatility

28.16%

Sharpe Ratio

0.27

Sortino Ratio

0.30

Max Drawdown

-21.43%

Beta

1.41

Alpha

+17.84%

Information Ratio

0.90

Tracking Error

18.35%

Calmar Ratio

0.69

Up Capture

186.7%

Down Capture

104.0%

Win Rate

60.0%

Best Month

+19.13%

Worst Month

-13.83%