Portfolio Management Services (PMS)Compare Schemes
Helios India Emerging Star Portfolio vs Omni Capital Creators
Add SchemeGrowth of ₹1 Crore
Helios India Emerging Star Portfolio
Omni Capital Creators
1 Month
−1.37%
−2.47%
6 Months
—
−1.56%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
23.98%
−2.89%
Fund Age
4 mo
8 mo
AUM
₹8.52 Cr
₹2.38 Cr
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
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 46% · M 14% · S 41%
Number of Stocks
—
19
Portfolio P/E
—
7.75
Top 5 Holdings
—
Axis Bank Ltd · 6.00%
Union Bank of India · 5.00%
Can Fin Homes Ltd · 5.00%
REC Ltd · 5.00%
RBL Bank Ltd · 5.00%
Top Sectors
—
Financial Services · 92.50%
Power · 4.00%
Services · 3.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%