Principal Value Strategy

Equity

Guardian Advisors Private Limited

1 Month

+4.29%

6 Months

+7.31%

1 Year

+0.97%

3 Years

+3.55%

5 Years

+8.99%

Since Inception

+29.79%

AUM

₹8 Cr

Risk & Performance (vs NIFTY 500)

Volatility

27.43%

Sharpe Ratio

0.13

Sortino Ratio

0.13

Max Drawdown

-37.07%

Beta

1.10

Alpha

-5.26%

Information Ratio

-0.06

Tracking Error

22.27%

Calmar Ratio

0.28

Up Capture

91.5%

Down Capture

92.5%

Win Rate

58.5%

Best Month

+19.18%

Worst Month

-14.46%