Asset Allocation with Dynamic Rebalancing

Multi Asset

AAROHAN HOLDINGS AND ADVISORS PRIVATE LIMITED

1 Month

+1.38%

6 Months

-0.21%

1 Year

+8.84%

3 Years

+16.02%

5 Years

+11.99%

Since Inception

+11.46%

AUM

₹206 Cr

Risk & Performance (vs NIFTY 500)

Volatility

10.84%

Sharpe Ratio

0.97

Sortino Ratio

0.85

Max Drawdown

-10.31%

Beta

0.68

Alpha

+5.84%

Information Ratio

0.43

Tracking Error

6.30%

Calmar Ratio

1.70

Up Capture

84.3%

Down Capture

46.1%

Win Rate

80.0%

Best Month

+7.63%

Worst Month

-9.47%