SYNERGY FOCUSED APPROACH FOR LONG TERM

Equity

Harmoney Finserv India Private Limited

1 Month

+3.13%

6 Months

+5.84%

1 Year

+8.57%

3 Years

+10.98%

5 Years

+11.23%

Since Inception

+7.29%

AUM

₹35 Cr

Risk & Performance (vs NIFTY 500)

Volatility

12.53%

Sharpe Ratio

0.63

Sortino Ratio

0.63

Max Drawdown

-12.51%

Beta

0.75

Alpha

+1.96%

Information Ratio

-0.04

Tracking Error

7.04%

Calmar Ratio

1.19

Up Capture

79.9%

Down Capture

58.3%

Win Rate

65.9%

Best Month

+10.18%

Worst Month

-11.24%