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Helios India Long Short Fund vs Incred Special Opportunities Fund I

Helios India Long Short Fund

Incred Special Opportunities Fund I

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Return for the risk

1 yr return

-5%

NIFTY 50 Total Return Index · -0.4%

Helios India Long Short Fund

0.2% • vol 18.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−1.94%

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6 Months

−0.68%

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1 Year

0.17%

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3 Years

7.53%

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5 Years

—

Since Inception

8.65%

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Fund Age

3 yrs 10 mo

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AUM

—

Alpha – 1 Year

0.60%

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Alpha – 3 Years

−1.03%

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Information Ratio – 3 Years

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Volatility – 1 Year

18.88%

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Volatility – 3 Years

—

Beta – 1 Year

1.04

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Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.30

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Sharpe Ratio – 3 Years

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Worst Rolling Year

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Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

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Median Rolling Year

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5-Year Rolling Windows Positive

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Market-Cap Mix

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Number of Stocks

—

Portfolio P/E

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Top 5 Holdings

—

Top Sectors

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Fixed Fee

1.75% / yr

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Performance Fee / Plan

Fixed Plan

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Exit Load (Y1 / Y2 / Y3)

—

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