MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR

Equity

Waterfield Financial And Investment Advisors Private Limited

1 Month

-5.62%

6 Months

+6.98%

1 Year

-7.78%

3 Years

-

5 Years

-

Since Inception

-2.06%

AUM

₹4 Cr

Risk & Performance (vs NIFTY 500)

Volatility

17.85%

Sharpe Ratio

-0.53

Sortino Ratio

-0.49

Max Drawdown

-26.58%

Beta

1.07

Alpha

-5.63%

Information Ratio

-0.99

Tracking Error

5.61%

Calmar Ratio

-0.09

Up Capture

98.1%

Down Capture

128.2%

Win Rate

53.3%

Best Month

+10.00%

Worst Month

-10.88%