Optimiser Portfolio

Equity

Wealth Managers (India) Pvt. Ltd.

1 Month

-7.70%

6 Months

+7.70%

1 Year

-1.44%

3 Years

+15.63%

5 Years

+17.91%

Since Inception

+22.78%

AUM

₹222 Cr

Risk & Performance (vs NIFTY 500)

Volatility

24.45%

Sharpe Ratio

0.82

Sortino Ratio

0.84

Max Drawdown

-26.84%

Beta

1.37

Alpha

+11.85%

Information Ratio

0.97

Tracking Error

14.11%

Calmar Ratio

1.01

Up Capture

166.1%

Down Capture

132.3%

Win Rate

61.0%

Best Month

+15.68%

Worst Month

-13.63%