Nucleus "Equity" Multi-Cap Allocator

Equity

Waterfield Financial And Investment Advisors Private Limited

1 Month

-4.79%

6 Months

+6.45%

1 Year

+2.17%

3 Years

+9.42%

5 Years

-

Since Inception

+9.33%

AUM

₹57 Cr

Risk & Performance (vs NIFTY 500)

Volatility

9.99%

Sharpe Ratio

0.21

Sortino Ratio

0.18

Max Drawdown

-10.77%

Beta

0.60

Alpha

+0.87%

Information Ratio

-0.09

Tracking Error

7.04%

Calmar Ratio

0.84

Up Capture

70.2%

Down Capture

55.4%

Win Rate

64.9%

Best Month

+6.58%

Worst Month

-6.48%