Julius Baer India Select Portfolio

Multi Asset

Julius Baer Wealth Advisors (India) Private Limited

1 Month

+1.91%

6 Months

+0.69%

1 Year

+16.12%

3 Years

-

5 Years

-

Since Inception

+14.14%

AUM

₹31 Cr

Risk & Performance (vs NIFTY 500)

Volatility

11.61%

Sharpe Ratio

0.62

Sortino Ratio

0.51

Max Drawdown

-13.11%

Beta

0.71

Alpha

+7.41%

Information Ratio

1.04

Tracking Error

6.13%

Calmar Ratio

1.09

Up Capture

88.3%

Down Capture

40.5%

Win Rate

71.0%

Best Month

+6.80%

Worst Month

-9.61%