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Alphaa Better Risk Reward 30 stocks vs Helios India Emerging Star Portfolio

Alphaa Better Risk Reward 30 stocks

Helios India Emerging Star Portfolio

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Growth of ₹1 Crore

Alphaa Better Risk Reward 30 stocks

Helios India Emerging Star Portfolio

Return for the risk

3 yrs return

10%

15%

NIFTY 50 Total Return Index · 9%

Alphaa Better Risk Reward 30 stocks

8% • vol 15.7%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

−1.54%

−1.37%

6 Months

−5.38%

—

1 Year

−6.70%

—

3 Years

7.98%

—

5 Years

—

Since Inception

7.98%

23.98%

Fund Age

2 yrs 11 mo

4 mo

AUM

₹7.31 Cr

₹8.52 Cr

Alpha – 1 Year

−6.35%

—

Alpha – 3 Years

−1.02%

—

Information Ratio – 3 Years

-0.08

—

Volatility – 1 Year

17.44%

—

Volatility – 3 Years

15.65%

—

Beta – 1 Year

1.08

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.61

—

Sharpe Ratio – 3 Years

0.22

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−21.15%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 61% · M 26% · S 9%

—

Number of Stocks

—

Portfolio P/E

27.03

—

Top 5 Holdings

HDFC Bank Ltd · 17.83%

Britannia Industries Ltd · 12.81%

Cash & Cash Equivalent · 8.07%

Bharti Airtel Ltd · 3.91%

Infosys Ltd · 3.85%

—

Top Sectors

Financial Services · 31.63%

Fast Moving Consumer Goods · 18.10%

Healthcare · 10.31%

—

Fixed Fee

1.50% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1.5% / 0% / 0%

—

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