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Helios India Long Short Fund vs NIEO 7 (Reimagine India Opportunity)

Helios India Long Short Fund

NIEO 7 (Reimagine India Opportunity)

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Return for the risk

1 yr return

-5%

10%

NIFTY 50 Total Return Index · -0.4%

Helios India Long Short Fund

0.2% • vol 18.9%

NIEO 7 (Reimagine India Opportunity)

4.9% • vol 15.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−1.94%

0.63%

6 Months

−0.68%

6.27%

1 Year

0.17%

4.89%

3 Years

7.53%

16.29%

5 Years

—

Since Inception

8.65%

15.79%

Fund Age

3 yrs 10 mo

4 yrs 5 mo

AUM

—

Alpha – 1 Year

0.60%

2.49%

Alpha – 3 Years

−1.03%

5.09%

Information Ratio – 3 Years

—

Volatility – 1 Year

18.88%

15.76%

Volatility – 3 Years

—

Beta – 1 Year

1.04

0.88

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.30

-0.02

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 50% · M 13% · S 36%

Number of Stocks

—

Portfolio P/E

—

34.26

Top 5 Holdings

—

ICICI Bank Ltd · 5.22%

Bosch Ltd · 4.09%

Krishna Institute of Medical Sciences Ltd · 3.79%

Emmvee Photovoltaic Power Ltd · 3.51%

Grasim Industries Ltd · 3.50%

Top Sectors

—

Financial Services · 33.27%

Capital Goods · 15.56%

Healthcare · 10.17%

Fixed Fee

1.75% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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