Compare Schemes

Helios India Long Short Fund vs I Wealth - I Wealth Fund 1

Helios India Long Short Fund

I Wealth - I Wealth Fund 1

Add Scheme

Growth of ₹1 Crore

Helios India Long Short Fund

I Wealth - I Wealth Fund 1

Return for the risk

3 yrs return

10%

15%

20%

25%

30%

35%

NIFTY 50 Total Return Index · 8.6%

I Wealth - I Wealth Fund 1

27.1% • vol 15.3%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

−1.94%

4.40%

6 Months

−0.68%

10.60%

1 Year

0.17%

55.60%

3 Years

7.53%

27.08%

5 Years

—

Since Inception

8.65%

24.03%

Fund Age

3 yrs 10 mo

3 yrs 6 mo

AUM

—

Alpha – 1 Year

0.60%

19.50%

Alpha – 3 Years

−1.03%

7.95%

Information Ratio – 3 Years

—

Volatility – 1 Year

18.88%

18.93%

Volatility – 3 Years

—

15.34%

Beta – 1 Year

1.04

1.03

Beta – 3 Years

—

0.30

Sharpe Ratio – 1 Year

-0.30

2.27

Sharpe Ratio – 3 Years

—

1.40

Worst Rolling Year

—

21.02%

Value at Worst Rolling Year

—

₹1.21 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

25.36%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

0.00

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.75% / yr

1.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.