Multicap Strategy

Equity

Zen Wealth Management Services Ltd

1 Month

+1.90%

6 Months

+7.44%

1 Year

+10.78%

3 Years

+11.90%

5 Years

+13.75%

Since Inception

+14.59%

AUM

₹289 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.08%

Sharpe Ratio

0.80

Sortino Ratio

0.72

Max Drawdown

-16.95%

Beta

0.87

Alpha

+4.37%

Information Ratio

0.46

Tracking Error

6.12%

Calmar Ratio

1.08

Up Capture

99.5%

Down Capture

76.6%

Win Rate

68.3%

Best Month

+9.71%

Worst Month

-7.92%