Core Value Strategy

Equity

Guardian Advisors Private Limited

1 Month

-3.08%

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

28.95%

Sharpe Ratio

-0.38

Sortino Ratio

-0.42

Max Drawdown

-52.27%

Beta

1.25

Alpha

-18.04%

Information Ratio

-0.58

Tracking Error

22.41%

Calmar Ratio

-0.08

Up Capture

66.8%

Down Capture

128.7%

Win Rate

42.9%

Best Month

+18.93%

Worst Month

-25.46%