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Bharat Value Fund Series III vs Helios India Rising Fund II

Bharat Value Fund Series III

Helios India Rising Fund II

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Return for the risk

1 yr return

-5%

10%

Helios India Rising Fund II

2.5% • vol 19.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

—

0.05%

6 Months

—

4.46%

1 Year

—

2.50%

3 Years

—

13.42%

5 Years

—

Since Inception

—

14.39%

Fund Age

—

3 yrs 7 mo

AUM

—

Alpha – 1 Year

—

−0.87%

Alpha – 3 Years

—

1.13%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

19.94%

Volatility – 3 Years

—

Beta – 1 Year

—

1.09

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-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

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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