Julius Baer India Select Portfolio

Multi Asset

Julius Baer Wealth Advisors (India) Private Limited

1 Month

-4.54%

6 Months

+6.34%

1 Year

+7.13%

3 Years

-

5 Years

-

Since Inception

+11.77%

AUM

₹30 Cr

Risk & Performance (vs NIFTY 500)

Volatility

11.95%

Sharpe Ratio

0.40

Sortino Ratio

0.33

Max Drawdown

-13.11%

Beta

0.72

Alpha

+6.85%

Information Ratio

1.10

Tracking Error

6.05%

Calmar Ratio

0.90

Up Capture

88.3%

Down Capture

45.3%

Win Rate

68.8%

Best Month

+6.80%

Worst Month

-9.61%