FindPMS IndiaWEALTH SPIRAL DYNAMIC PORTFOLIO AXIS
Equity
1 Month
+2.71%
6 Months
+8.05%
1 Year
+1.15%
3 Years
+27.36%
5 Years
+27.48%
Since Inception
+9.83%
AUM
₹1 Cr
Risk & Performance (vs NIFTY 500)
Volatility
16.21%
Sharpe Ratio
1.16
Sortino Ratio
1.11
Max Drawdown
-21.63%
Beta
1.06
Alpha
+0.85%
Information Ratio
0.25
Tracking Error
7.53%
Calmar Ratio
1.20
Up Capture
107.5%
Down Capture
105.2%
Win Rate
70.4%
Best Month
+9.94%
Worst Month
-11.24%