Optima

Equity

LGT Wealth India Private Limited

1 Month

-2.69%

6 Months

+16.03%

1 Year

+5.02%

3 Years

+1.41%

5 Years

-

Since Inception

+5.57%

AUM

₹57 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.09%

Sharpe Ratio

0.11

Sortino Ratio

0.09

Max Drawdown

-22.71%

Beta

0.88

Alpha

-3.33%

Information Ratio

-0.49

Tracking Error

7.41%

Calmar Ratio

0.38

Up Capture

76.6%

Down Capture

80.8%

Win Rate

64.3%

Best Month

+9.90%

Worst Month

-11.65%