ASK Wealth Harmony Balanced

Multi Asset

Ask Wealth Advisors Private Limited

1 Month

+3.22%

6 Months

+1.54%

1 Year

+14.57%

3 Years

+13.68%

5 Years

+9.21%

Since Inception

+9.26%

AUM

₹17 Cr

Risk & Performance (vs NIFTY 500)

Volatility

5.81%

Sharpe Ratio

1.01

Sortino Ratio

0.80

Max Drawdown

-5.89%

Beta

0.28

Alpha

+3.62%

Information Ratio

-0.24

Tracking Error

11.40%

Calmar Ratio

2.18

Up Capture

42.5%

Down Capture

-4.4%

Win Rate

82.9%

Best Month

+3.87%

Worst Month

-5.89%