Harmoney Finserv India Private Limited
Equity, Multi Asset · 5 investment approaches
Total AUM
₹202 Cr
Years Active
15.2
AUM Change (3M)
+3.9%
AUM Change (1Y)
+30.8%
Min Investment
₹50L
Schemes
5
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
INTELLECT MULTI ASSET THROUGH ETF | Multi Asset | ₹125 Cr | -1.05% | +32.86% | +19.89% | +11.04% | 1.78 |
PROSPECT ASSET ALLOCATION STRATEGY | Multi Asset | ₹25 Cr | -1.29% | +26.70% | +18.58% | +11.66% | 1.21 |
SYNERGY FOCUSED APPROACH FOR LONG TERM | Equity | ₹33 Cr | +0.24% | +14.40% | +15.20% | +7.10% | 0.85 |
INDIA STORY CONSISTENT COMPOUNDER | Equity | ₹9 Cr | -0.57% | +10.30% | +12.30% | +5.59% | 0.62 |
GENIUS | Equity | ₹10 Cr | -2.18% | +9.11% | — | -2.04% | -0.94 |