ASK Wealth Harmony Balanced

Multi Asset

Ask Wealth Advisors Private Limited

1 Month

-2.88%

6 Months

+4.78%

1 Year

+7.26%

3 Years

+12.55%

5 Years

+8.55%

Since Inception

+8.49%

AUM

₹15 Cr

Risk & Performance (vs NIFTY 500)

Volatility

6.10%

Sharpe Ratio

0.75

Sortino Ratio

0.59

Max Drawdown

-5.89%

Beta

0.29

Alpha

+2.96%

Information Ratio

-0.16

Tracking Error

11.40%

Calmar Ratio

1.97

Up Capture

42.5%

Down Capture

2.1%

Win Rate

81.0%

Best Month

+3.87%

Worst Month

-5.89%