Julius Baer India Premier Opportunities Portfolio

Equity

Julius Baer Wealth Advisors (India) Private Limited

1 Month

+1.99%

6 Months

+4.00%

1 Year

+12.28%

3 Years

+13.22%

5 Years

+12.76%

Since Inception

+13.31%

AUM

₹328 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.59%

Sharpe Ratio

0.78

Sortino Ratio

0.65

Max Drawdown

-19.49%

Beta

1.00

Alpha

+4.26%

Information Ratio

0.72

Tracking Error

5.35%

Calmar Ratio

0.99

Up Capture

110.1%

Down Capture

91.9%

Win Rate

73.2%

Best Month

+9.89%

Worst Month

-12.30%