R Wadiwala Ethical Portfolio - PMS

Equity

R. Wadiwala Securities Private Limited

1 Month

-8.15%

6 Months

+7.02%

1 Year

-9.28%

3 Years

+5.89%

5 Years

+8.41%

Since Inception

+12.18%

AUM

₹13 Cr

Risk & Performance (vs NIFTY 500)

Volatility

41.49%

Sharpe Ratio

-0.34

Sortino Ratio

-0.27

Max Drawdown

-59.81%

Beta

1.58

Alpha

-23.08%

Information Ratio

-0.24

Tracking Error

35.18%

Calmar Ratio

-0.12

Up Capture

99.6%

Down Capture

160.5%

Win Rate

59.5%

Best Month

+33.80%

Worst Month

-59.81%