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Axis Newgen India Fund - I vs Helios India Rising Fund II

Axis Newgen India Fund - I

Helios India Rising Fund II

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Return for the risk

1 yr return

-5%

10%

15%

20%

25%

Nifty 500 · 1.5%

Axis Newgen India Fund - I

17.5% • vol 20.9%

Helios India Rising Fund II

2.5% • vol 19.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

5.84%

0.05%

6 Months

22.78%

4.46%

1 Year

17.46%

2.50%

3 Years

21.45%

13.42%

5 Years

—

Since Inception

15.58%

14.39%

Fund Age

3 yrs

3 yrs 7 mo

AUM

₹42.68 Cr

—

Alpha – 1 Year

15.94%

−0.87%

Alpha – 3 Years

5.92%

1.13%

Information Ratio – 3 Years

—

Volatility – 1 Year

20.94%

19.94%

Volatility – 3 Years

—

Beta – 1 Year

1.02

1.09

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.61

-0.06

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 45% · M 27% · S 28%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

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