Julius Baer India Equity Opportunities Portfolio

Equity

Julius Baer Wealth Advisors (India) Private Limited

1 Month

+1.99%

6 Months

+3.22%

1 Year

+4.38%

3 Years

-

5 Years

-

Since Inception

+5.60%

AUM

₹22 Cr

Risk & Performance (vs NIFTY 500)

Volatility

17.35%

Sharpe Ratio

-0.06

Sortino Ratio

-0.05

Max Drawdown

-18.24%

Beta

1.04

Alpha

+1.30%

Information Ratio

0.31

Tracking Error

4.32%

Calmar Ratio

0.33

Up Capture

108.7%

Down Capture

103.9%

Win Rate

59.3%

Best Month

+11.59%

Worst Month

-12.39%