Ultima Select

Equity

LGT Wealth India Private Limited

1 Month

-1.06%

6 Months

-2.34%

1 Year

+1.79%

3 Years

+7.70%

5 Years

-

Since Inception

+7.82%

AUM

₹10 Cr

Risk & Performance (vs NIFTY 500)

Volatility

11.74%

Sharpe Ratio

0.05

Sortino Ratio

0.05

Max Drawdown

-13.52%

Beta

0.76

Alpha

-4.58%

Information Ratio

-1.18

Tracking Error

5.14%

Calmar Ratio

0.56

Up Capture

71.1%

Down Capture

86.4%

Win Rate

60.0%

Best Month

+7.80%

Worst Month

-11.22%