Julius Baer India Equity Opportunities Portfolio

Equity

Julius Baer Wealth Advisors (India) Private Limited

1 Month

-4.73%

6 Months

+12.24%

1 Year

-0.68%

3 Years

-

5 Years

-

Since Inception

+3.23%

AUM

₹21 Cr

Risk & Performance (vs NIFTY 500)

Volatility

17.38%

Sharpe Ratio

-0.20

Sortino Ratio

-0.18

Max Drawdown

-18.24%

Beta

1.03

Alpha

+1.82%

Information Ratio

0.42

Tracking Error

4.29%

Calmar Ratio

0.20

Up Capture

108.7%

Down Capture

100.8%

Win Rate

57.1%

Best Month

+11.59%

Worst Month

-12.39%