Ultima Select

Equity

LGT Wealth India Private Limited

1 Month

-6.51%

6 Months

+2.85%

1 Year

-5.61%

3 Years

+5.02%

5 Years

-

Since Inception

+5.52%

AUM

₹9 Cr

Risk & Performance (vs NIFTY 500)

Volatility

12.22%

Sharpe Ratio

-0.14

Sortino Ratio

-0.11

Max Drawdown

-13.52%

Beta

0.77

Alpha

-5.13%

Information Ratio

-1.20

Tracking Error

5.07%

Calmar Ratio

0.39

Up Capture

71.1%

Down Capture

89.3%

Win Rate

58.5%

Best Month

+7.80%

Worst Month

-11.22%