MARKET LEADERS PORTFOLIO - LARGE CAP ALLOCATOR

Equity

Waterfield Financial And Investment Advisors Private Limited

1 Month

-1.44%

6 Months

+1.04%

1 Year

-0.06%

3 Years

-

5 Years

-

Since Inception

+0.29%

AUM

₹5 Cr

Risk & Performance (vs NIFTY 500)

Volatility

17.78%

Sharpe Ratio

-0.40

Sortino Ratio

-0.37

Max Drawdown

-26.58%

Beta

1.08

Alpha

-6.29%

Information Ratio

-1.02

Tracking Error

5.69%

Calmar Ratio

0.00

Up Capture

98.1%

Down Capture

133.1%

Win Rate

55.2%

Best Month

+10.00%

Worst Month

-10.88%