Core Value Strategy

Equity

Guardian Advisors Private Limited

1 Month

-6.65%

6 Months

-19.27%

1 Year

-18.98%

3 Years

+0.21%

5 Years

+0.99%

Since Inception

+11.27%

AUM

₹9 Cr

Risk & Performance (vs NIFTY 500)

Volatility

29.26%

Sharpe Ratio

-0.35

Sortino Ratio

-0.38

Max Drawdown

-50.75%

Beta

1.30

Alpha

-20.59%

Information Ratio

-0.62

Tracking Error

22.58%

Calmar Ratio

-0.06

Up Capture

66.8%

Down Capture

139.1%

Win Rate

43.9%

Best Month

+18.93%

Worst Month

-25.46%