Nucleus "Equity" Multi-Cap Allocator

Equity

Waterfield Financial And Investment Advisors Private Limited

1 Month

+0.88%

6 Months

+4.57%

1 Year

+8.25%

3 Years

+0.00%

5 Years

-

Since Inception

+11.41%

AUM

₹58 Cr

Risk & Performance (vs NIFTY 500)

Volatility

9.58%

Sharpe Ratio

0.43

Sortino Ratio

0.37

Max Drawdown

-10.77%

Beta

0.59

Alpha

+1.50%

Information Ratio

-0.14

Tracking Error

7.10%

Calmar Ratio

1.03

Up Capture

70.2%

Down Capture

51.8%

Win Rate

66.7%

Best Month

+6.58%

Worst Month

-6.48%