PROSPECT ASSET ALLOCATION STRATEGY

Multi Asset

Harmoney Finserv India Private Limited

1 Month

+3.81%

6 Months

+7.75%

1 Year

+19.44%

3 Years

+14.13%

5 Years

+15.47%

Since Inception

+11.89%

AUM

₹28 Cr

Risk & Performance (vs NIFTY 500)

Volatility

13.58%

Sharpe Ratio

0.95

Sortino Ratio

0.95

Max Drawdown

-10.84%

Beta

0.68

Alpha

+7.53%

Information Ratio

0.40

Tracking Error

10.38%

Calmar Ratio

1.84

Up Capture

75.4%

Down Capture

13.0%

Win Rate

68.3%

Best Month

+12.37%

Worst Month

-9.67%