NAFA WEALTH BUILDER PORTFOLIO

Equity

Nafa Asset Managers Private Limited

1 Month

-3.85%

6 Months

-4.14%

1 Year

-5.62%

3 Years

+2.93%

5 Years

+6.82%

Since Inception

+8.58%

AUM

₹14 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.57%

Sharpe Ratio

0.06

Sortino Ratio

0.06

Max Drawdown

-21.30%

Beta

0.89

Alpha

-6.28%

Information Ratio

-0.98

Tracking Error

6.62%

Calmar Ratio

0.37

Up Capture

80.4%

Down Capture

108.7%

Win Rate

51.2%

Best Month

+9.86%

Worst Month

-10.46%