AIF · Equity · CAT III - LONG SHORT - AGGRESSIVE
Helios India Long Short Fund
IRRSince inception8.65%
1Y return0.17%
3Y return7.53%
Fund age3 yrs 10 mo
Fund Manager
Dinshaw Irani
Dinshaw Irani
Fund Manager, Helios
Dinshaw Irani is the Chief Investment Officer of Helios India. Prior to this, he was Executive Director at Artemis Advisors (exclusive research advisors to Helios Singapore) for over 14 years. As the head of Artemis Advisors, Dinshaw led the research process, from industry outlook and idea generation to final recommendation. Prior to joining Artemis in 2005, he was the Principal Portfolio Manager at Sharekhan during 2003-04, setting up their portfolio management services division. Prior to his stint at Sharekhan, Dinshaw was Vice President in the Asian Emerging Markets team for Alliance Capital in Mumbai for over 3 years covering the consumer and pharmaceutical sectors. Before Alliance, Dinshaw has worked at Sun F&C Mutual Fund and at Lloyd Securities. Dinshaw enjoys traveling to new places where he can spend time outdoors on hiking trails and in nature parks. Dinshaw is a graduate in Commerce (Hons.) and holds a post-graduate diploma in Rural Management from the Institute of Rural Management, Anand. Dinshaw has total investing experience of 28 years.
Managing AUM₹0 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Helios India Long Short—0.17%−0.53%7.53%—8.65%
NIFTY 50 TRI−12.33%−0.43%0.06%8.56%—9.15%
Excess over benchmark—0.60%−0.59%−1.03%—−0.50%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
18.88%
Benchmark approx 14.52%
A standard deviation reflecting historical swings.
Sensitivity
1.04
Beta vs benchmark 1.00 · 4% more reactive
How strongly the scheme moves with the index.
Risk-reward
−0.30
Sharpe
Excess return gained per unit of volatility.
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee1.75% / yr
Performance FeeNone
Hurdle RateNot applicable
Lock-in: Nil.
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