Harmoney Finserv India Private Limited

Equity, Multi Asset · 5 investment approaches

Total AUM

₹193 Cr

Years Active

15.8

AUM Change (3M)

-3.1%

AUM Change (1Y)

+5.6%

Min Investment

₹50L

Schemes

5

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
PROSPECT ASSET ALLOCATION STRATEGY	Multi Asset	₹28 Cr	+0.55%	+14.47%	+13.68%	+11.85%	0.94
SYNERGY FOCUSED APPROACH FOR LONG TERM	Equity	₹34 Cr	-1.98%	+6.13%	+9.75%	+7.11%	0.55
INTELLECT MULTI ASSET THROUGH ETF	Multi Asset	₹108 Cr	-5.22%	+5.80%	+12.55%	+9.44%	0.64
INDIA STORY CONSISTENT COMPOUNDER	Equity	₹11 Cr	-3.70%	-0.88%	+7.15%	+5.00%	0.19
GENIUS	Equity	₹12 Cr	-5.00%	-6.63%	-	-3.65%	-0.75

PROSPECT ASSET ALLOCATION STRATEGY

SYNERGY FOCUSED APPROACH FOR LONG TERM

INTELLECT MULTI ASSET THROUGH ETF

INDIA STORY CONSISTENT COMPOUNDER