Harmoney Finserv India Private Limited

Equity, Multi Asset · 5 investment approaches

Total AUM

₹204 Cr

Years Active

15.7

AUM Change (3M)

+2.6%

AUM Change (1Y)

+15.7%

Min Investment

₹50L

Schemes

5

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
PROSPECT ASSET ALLOCATION STRATEGY	Multi Asset	₹28 Cr	+3.81%	+19.44%	+14.13%	+11.89%	0.95
INTELLECT MULTI ASSET THROUGH ETF	Multi Asset	₹116 Cr	+0.39%	+16.34%	+14.91%	+10.16%	0.91
SYNERGY FOCUSED APPROACH FOR LONG TERM	Equity	₹35 Cr	+3.13%	+8.57%	+10.98%	+7.29%	0.63
INDIA STORY CONSISTENT COMPOUNDER	Equity	₹12 Cr	+1.14%	+2.39%	+8.80%	+5.47%	0.33
GENIUS	Equity	₹13 Cr	-0.61%	-0.35%	-	-1.48%	-0.60

PROSPECT ASSET ALLOCATION STRATEGY

INTELLECT MULTI ASSET THROUGH ETF

SYNERGY FOCUSED APPROACH FOR LONG TERM

INDIA STORY CONSISTENT COMPOUNDER