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Helios India Long Short Fund vs RATIONAL EQUITY SCHEME - 2

Helios India Long Short Fund

RATIONAL EQUITY SCHEME - 2

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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%

RATIONAL EQUITY SCHEME - 2

0.6% • vol 23.3%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−1.94%

4.14%

6 Months

−0.68%

12.88%

1 Year

0.17%

0.59%

3 Years

7.53%

—

5 Years

—

Since Inception

8.65%

6.12%

Fund Age

3 yrs 10 mo

14 mo

AUM

—

₹29 Cr

Alpha – 1 Year

0.60%

−2.78%

Alpha – 3 Years

−1.03%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

18.88%

23.29%

Volatility – 3 Years

—

Beta – 1 Year

1.04

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.30

-0.11

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−18.39%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

S 100%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

1.75% / yr

—

Performance Fee / Plan

Fixed Plan

20% of profit, above 6%

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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