Optima

Equity

LGT Wealth India Private Limited

1 Month

+3.67%

6 Months

+5.34%

1 Year

+9.50%

3 Years

+2.68%

5 Years

-

Since Inception

+6.35%

AUM

₹59 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.16%

Sharpe Ratio

0.18

Sortino Ratio

0.15

Max Drawdown

-22.71%

Beta

0.91

Alpha

-4.54%

Information Ratio

-0.64

Tracking Error

7.25%

Calmar Ratio

0.43

Up Capture

76.6%

Down Capture

85.6%

Win Rate

65.9%

Best Month

+9.90%

Worst Month

-11.65%