Asset Allocation with Dynamic Rebalancing

Multi Asset

AAROHAN HOLDINGS AND ADVISORS PRIVATE LIMITED

1 Month

-4.30%

6 Months

+5.49%

1 Year

+1.37%

3 Years

+13.54%

5 Years

+10.80%

Since Inception

+10.95%

AUM

₹197 Cr

Risk & Performance (vs NIFTY 500)

Volatility

11.14%

Sharpe Ratio

0.77

Sortino Ratio

0.67

Max Drawdown

-10.31%

Beta

0.69

Alpha

+5.44%

Information Ratio

0.50

Tracking Error

6.26%

Calmar Ratio

1.51

Up Capture

84.3%

Down Capture

49.4%

Win Rate

78.0%

Best Month

+7.63%

Worst Month

-9.47%