R Wadiwala Ethical Portfolio - PMS

Equity

R. Wadiwala Securities Private Limited

1 Month

+0.43%

6 Months

+3.38%

1 Year

-0.28%

3 Years

+8.63%

5 Years

+11.10%

Since Inception

+14.42%

AUM

₹13 Cr

Risk & Performance (vs NIFTY 500)

Volatility

41.74%

Sharpe Ratio

-0.29

Sortino Ratio

-0.22

Max Drawdown

-59.81%

Beta

1.60

Alpha

-24.78%

Information Ratio

-0.23

Tracking Error

35.60%

Calmar Ratio

-0.08

Up Capture

99.6%

Down Capture

163.5%

Win Rate

61.0%

Best Month

+33.80%

Worst Month

-59.81%