Multicap Strategy

Equity

Zen Wealth Management Services Ltd

1 Month

-4.34%

6 Months

+11.37%

1 Year

+5.20%

3 Years

+9.42%

5 Years

+11.73%

Since Inception

+14.30%

AUM

₹276 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.25%

Sharpe Ratio

0.66

Sortino Ratio

0.59

Max Drawdown

-16.95%

Beta

0.87

Alpha

+4.46%

Information Ratio

0.52

Tracking Error

6.08%

Calmar Ratio

0.96

Up Capture

99.5%

Down Capture

76.3%

Win Rate

66.7%

Best Month

+9.71%

Worst Month

-7.92%