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Bharat Value Fund Series IV vs Helios India Long Short Fund

Bharat Value Fund Series IV

Helios India Long Short Fund

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Return for the risk

1 yr return

-5%

Helios India Long Short Fund

0.2% • vol 18.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

—

−1.94%

6 Months

—

−0.68%

1 Year

—

0.17%

3 Years

—

7.53%

5 Years

—

Since Inception

—

8.65%

Fund Age

—

3 yrs 10 mo

AUM

—

Alpha – 1 Year

—

0.60%

Alpha – 3 Years

—

−1.03%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

18.88%

Volatility – 3 Years

—

Beta – 1 Year

—

1.04

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.30

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

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

1.75% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

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