Julius Baer Premier Focused Portfolio

Equity

Julius Baer Wealth Advisors (India) Private Limited

1 Month

-5.17%

6 Months

+13.73%

1 Year

+6.13%

3 Years

+11.05%

5 Years

-

Since Inception

+14.67%

AUM

₹149 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.45%

Sharpe Ratio

0.53

Sortino Ratio

0.43

Max Drawdown

-20.06%

Beta

0.98

Alpha

+2.67%

Information Ratio

0.49

Tracking Error

4.81%

Calmar Ratio

0.76

Up Capture

104.5%

Down Capture

91.9%

Win Rate

73.8%

Best Month

+9.83%

Worst Month

-12.33%