Nucleus "Multi-Asset" Purchasing Power Preserver

Multi Asset

Waterfield Financial And Investment Advisors Private Limited

1 Month

-1.94%

6 Months

+5.72%

1 Year

+5.51%

3 Years

+0.00%

5 Years

-

Since Inception

+14.40%

AUM

₹51 Cr

Risk & Performance (vs NIFTY 500)

Volatility

7.28%

Sharpe Ratio

0.94

Sortino Ratio

0.99

Max Drawdown

-4.15%

Beta

0.27

Alpha

+6.90%

Information Ratio

0.40

Tracking Error

13.37%

Calmar Ratio

3.34

Up Capture

51.5%

Down Capture

-4.7%

Win Rate

73.7%

Best Month

+4.55%

Worst Month

-4.15%