FindPMS IndiaJulius Baer India Premier Opportunities Portfolio
Equity
1 Month
-5.12%
6 Months
+12.51%
1 Year
+4.95%
3 Years
+10.55%
5 Years
+11.35%
Since Inception
+11.93%
AUM
₹326 Cr
Risk & Performance (vs NIFTY 500)
Volatility
15.81%
Sharpe Ratio
0.63
Sortino Ratio
0.53
Max Drawdown
-19.49%
Beta
0.99
Alpha
+4.39%
Information Ratio
0.75
Tracking Error
5.29%
Calmar Ratio
0.87
Up Capture
110.1%
Down Capture
91.3%
Win Rate
71.4%
Best Month
+9.89%
Worst Month
-12.30%