Sensex Plus Portfolio

Equity

Wealth Managers (India) Pvt. Ltd.

1 Month

+0.95%

6 Months

-0.15%

1 Year

+1.55%

3 Years

-

5 Years

-

Since Inception

+2.08%

AUM

₹19 Cr

Risk & Performance (vs NIFTY 500)

Volatility

14.70%

Sharpe Ratio

-0.31

Sortino Ratio

-0.29

Max Drawdown

-19.32%

Beta

0.83

Alpha

-4.27%

Information Ratio

-0.56

Tracking Error

7.44%

Calmar Ratio

0.13

Up Capture

74.5%

Down Capture

88.2%

Win Rate

55.2%

Best Month

+8.39%

Worst Month

-12.26%