Alternative Investment Funds (AIF)Compare Schemes
Helios India Long Short Fund vs Kotak India Renaissance Fund-I
Add SchemeGrowth of ₹1 Crore
Helios India Long Short Fund
Kotak India Renaissance Fund-I
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−1.94%
4.52%
6 Months
−0.68%
8.26%
1 Year
0.17%
4.50%
3 Years
7.53%
10.05%
5 Years
—
—
Since Inception
8.65%
10.10%
Fund Age
3 yrs 10 mo
4 yrs 5 mo
AUM
—
₹60.73 Cr
Alpha – 1 Year
0.60%
4.93%
Alpha – 3 Years
−1.03%
1.48%
Information Ratio – 3 Years
—
0.19
Volatility – 1 Year
18.88%
15.08%
Volatility – 3 Years
—
14.98%
Beta – 1 Year
1.04
0.81
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.30
-0.02
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
7.06%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−22.08%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 22% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
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Shriram Finance Ltd · 6.87%
Jubilant Ingrevia Ltd · 5.84%
Fortis Healthcare Ltd · 5.16%
Emcure Pharmaceuticals Ltd · 5.09%
ICICI Bank Ltd · 4.96%
Top Sectors
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—
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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