Principal Value Strategy

Equity

Guardian Advisors Private Limited

1 Month

+3.32%

6 Months

+28.09%

1 Year

-5.62%

3 Years

-4.25%

5 Years

+7.40%

Since Inception

+29.87%

AUM

₹8 Cr

Risk & Performance (vs NIFTY 500)

Volatility

27.12%

Sharpe Ratio

0.16

Sortino Ratio

0.16

Max Drawdown

-37.07%

Beta

1.00

Alpha

-1.35%

Information Ratio

0.06

Tracking Error

22.55%

Calmar Ratio

0.30

Up Capture

91.5%

Down Capture

74.5%

Win Rate

59.5%

Best Month

+19.18%

Worst Month

-14.46%