Harmoney Finserv India Private Limited

Equity, Multi Asset · 5 investment approaches

Total AUM

₹181 Cr

Years Active

15.3

AUM Change (3M)

-9.1%

AUM Change (1Y)

+11.3%

Min Investment

₹50L

Schemes

5

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
INTELLECT MULTI ASSET THROUGH ETF	Multi Asset	₹109 Cr	-9.75%	+14.65%	+15.07%	+9.68%	0.82
PROSPECT ASSET ALLOCATION STRATEGY	Multi Asset	₹23 Cr	-9.67%	+11.68%	+14.04%	+10.26%	0.70
SYNERGY FOCUSED APPROACH FOR LONG TERM	Equity	₹29 Cr	-11.24%	-3.30%	+10.74%	+6.22%	0.29
INDIA STORY CONSISTENT COMPOUNDER	Equity	₹10 Cr	-10.95%	-7.19%	+8.24%	+4.18%	0.02
GENIUS	Equity	₹9 Cr	-12.34%	-9.87%	-	-9.07%	-1.23

INTELLECT MULTI ASSET THROUGH ETF

PROSPECT ASSET ALLOCATION STRATEGY

SYNERGY FOCUSED APPROACH FOR LONG TERM

INDIA STORY CONSISTENT COMPOUNDER