Select Direct Asset Allocation Portfolio

Hybrid

Wealth Managers (India) Pvt. Ltd.

1 Month

-1.62%

6 Months

+5.20%

1 Year

+3.19%

3 Years

+8.41%

5 Years

+6.95%

Since Inception

+9.39%

AUM

₹205 Cr

Risk & Performance (vs NIFTY 500)

Volatility

5.19%

Sharpe Ratio

0.57

Sortino Ratio

0.47

Max Drawdown

-4.26%

Beta

0.33

Alpha

+0.99%

Information Ratio

-0.36

Tracking Error

10.20%

Calmar Ratio

2.34

Up Capture

46.5%

Down Capture

22.3%

Win Rate

75.6%

Best Month

+3.73%

Worst Month

-4.20%