WEALTH GUARDIAN FUND

Equity

Stalwart Investment Advisors Llp

1 Month

+5.28%

6 Months

+22.35%

1 Year

+9.81%

3 Years

+13.22%

5 Years

-

Since Inception

+17.90%

AUM

₹210 Cr

Risk & Performance (vs NIFTY 500)

Volatility

22.16%

Sharpe Ratio

0.44

Sortino Ratio

0.51

Max Drawdown

-25.70%

Beta

1.23

Alpha

+1.44%

Information Ratio

0.30

Tracking Error

13.18%

Calmar Ratio

0.66

Up Capture

104.0%

Down Capture

78.2%

Win Rate

60.0%

Best Month

+21.33%

Worst Month

-10.66%