Optimiser Portfolio

Equity

Wealth Managers (India) Pvt. Ltd.

1 Month

+2.36%

6 Months

+1.35%

1 Year

+1.35%

3 Years

+21.77%

5 Years

+21.52%

Since Inception

+24.76%

AUM

₹232 Cr

Risk & Performance (vs NIFTY 500)

Volatility

24.12%

Sharpe Ratio

0.99

Sortino Ratio

1.02

Max Drawdown

-26.84%

Beta

1.36

Alpha

+12.48%

Information Ratio

1.03

Tracking Error

14.20%

Calmar Ratio

1.15

Up Capture

166.1%

Down Capture

132.5%

Win Rate

62.5%

Best Month

+15.68%

Worst Month

-13.63%