Focused Strategy

Equity

Zen Wealth Management Services Ltd

1 Month

-2.88%

6 Months

+36.69%

1 Year

+30.17%

3 Years

-

5 Years

-

Since Inception

+12.66%

AUM

₹55 Cr

Risk & Performance (vs NIFTY 500)

Volatility

27.74%

Sharpe Ratio

0.20

Sortino Ratio

0.22

Max Drawdown

-21.43%

Beta

1.36

Alpha

+19.09%

Information Ratio

0.96

Tracking Error

18.01%

Calmar Ratio

0.59

Up Capture

186.7%

Down Capture

96.8%

Win Rate

57.7%

Best Month

+19.13%

Worst Month

-13.83%