Tailored Discretionary Portfolio - Balanced

Multi Asset

Sanctum Wealth Private Limited

1 Month

-3.37%

6 Months

+4.00%

1 Year

+6.17%

3 Years

+5.33%

5 Years

+4.68%

Since Inception

+8.78%

AUM

₹9 Cr

Risk & Performance (vs NIFTY 500)

Volatility

6.67%

Sharpe Ratio

-0.18

Sortino Ratio

-0.19

Max Drawdown

-7.85%

Beta

0.23

Alpha

-2.50%

Information Ratio

-0.56

Tracking Error

12.87%

Calmar Ratio

0.74

Up Capture

25.2%

Down Capture

6.7%

Win Rate

35.7%

Best Month

+4.56%

Worst Month

-7.28%