Sensex Plus Portfolio

Equity

Wealth Managers (India) Pvt. Ltd.

1 Month

-6.47%

6 Months

+5.45%

1 Year

-4.46%

3 Years

-

5 Years

-

Since Inception

-0.49%

AUM

₹17 Cr

Risk & Performance (vs NIFTY 500)

Volatility

15.06%

Sharpe Ratio

-0.49

Sortino Ratio

-0.45

Max Drawdown

-19.32%

Beta

0.84

Alpha

-4.71%

Information Ratio

-0.58

Tracking Error

7.32%

Calmar Ratio

-0.02

Up Capture

74.5%

Down Capture

91.0%

Win Rate

53.3%

Best Month

+8.39%

Worst Month

-12.26%