Select Direct Asset Allocation Portfolio

Hybrid

Wealth Managers (India) Pvt. Ltd.

1 Month

+0.74%

6 Months

+3.15%

1 Year

+5.42%

3 Years

+9.44%

5 Years

+8.32%

Since Inception

+9.82%

AUM

₹209 Cr

Risk & Performance (vs NIFTY 500)

Volatility

5.07%

Sharpe Ratio

0.74

Sortino Ratio

0.62

Max Drawdown

-4.26%

Beta

0.33

Alpha

+1.00%

Information Ratio

-0.51

Tracking Error

10.01%

Calmar Ratio

2.53

Up Capture

46.5%

Down Capture

21.6%

Win Rate

77.5%

Best Month

+3.73%

Worst Month

-4.20%