Shree Wealth Builder Plan

Multi Asset

Shree Rama Managers Llp

1 Month

-4.84%

6 Months

+8.71%

1 Year

+0.41%

3 Years

+11.40%

5 Years

-

Since Inception

+10.64%

AUM

₹19 Cr

Risk & Performance (vs NIFTY 500)

Volatility

12.15%

Sharpe Ratio

0.59

Sortino Ratio

0.50

Max Drawdown

-11.38%

Beta

0.78

Alpha

+2.78%

Information Ratio

0.21

Tracking Error

4.84%

Calmar Ratio

1.25

Up Capture

86.1%

Down Capture

65.9%

Win Rate

73.8%

Best Month

+9.72%

Worst Month

-10.35%