WEALTH GUARDIAN FUND

Equity

Stalwart Investment Advisors Llp

1 Month

-3.44%

6 Months

+32.23%

1 Year

+5.58%

3 Years

+11.50%

5 Years

-

Since Inception

+16.22%

AUM

₹214 Cr

Risk & Performance (vs NIFTY 500)

Volatility

22.05%

Sharpe Ratio

0.37

Sortino Ratio

0.43

Max Drawdown

-25.70%

Beta

1.20

Alpha

+2.84%

Information Ratio

0.35

Tracking Error

13.06%

Calmar Ratio

0.59

Up Capture

104.0%

Down Capture

75.8%

Win Rate

58.5%

Best Month

+21.33%

Worst Month

-10.66%