Shree Wealth Builder Plan

Multi Asset

Shree Rama Managers Llp

1 Month

+0.34%

6 Months

+2.42%

1 Year

+7.38%

3 Years

+13.28%

5 Years

-

Since Inception

+12.11%

AUM

₹26 Cr

Risk & Performance (vs NIFTY 500)

Volatility

11.84%

Sharpe Ratio

0.78

Sortino Ratio

0.66

Max Drawdown

-11.38%

Beta

0.77

Alpha

+3.07%

Information Ratio

0.15

Tracking Error

4.87%

Calmar Ratio

1.42

Up Capture

86.1%

Down Capture

63.7%

Win Rate

75.6%

Best Month

+9.72%

Worst Month

-10.35%