Compare Schemes

Helios India Long Short Fund vs Northern Arc Money Market Alpha Fund

Helios India Long Short Fund

Northern Arc Money Market Alpha Fund

Add Scheme

Growth of ₹1 Crore

Helios India Long Short Fund

Northern Arc Money Market Alpha Fund

Return for the risk

3 yrs return

10%

15%

NIFTY 50 Total Return Index · 8.6%

Northern Arc Money Market Alpha Fund

9.7% • vol 7%

10%

20%

Volatility • 3 yrs deviation

1 Month

−1.94%

8.60%

6 Months

−0.68%

9.38%

1 Year

0.17%

9.19%

3 Years

7.53%

9.65%

5 Years

—

9.51%

Since Inception

8.65%

9.50%

Fund Age

3 yrs 10 mo

7 yrs 6 mo

AUM

—

₹760 Cr

Alpha – 1 Year

0.60%

3.16%

Alpha – 3 Years

−1.03%

2.87%

Information Ratio – 3 Years

—

Volatility – 1 Year

18.88%

1.92%

Volatility – 3 Years

—

6.95%

Beta – 1 Year

1.04

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.30

52.26

Sharpe Ratio – 3 Years

—

14.31

Worst Rolling Year

—

9.06%

Value at Worst Rolling Year

—

₹1.09 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

9.49%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Navi Finserv Ltd. · 7.62%

Krazybee Services Private Limited · 5.72%

Si Creva Capital · 5.72%

CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD · 4.77%

Whizdm Finance Private Limited (Money View) · 4.77%

Top Sectors

—

Fixed Fee

1.75% / 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.