Compare Schemes

Helios India Long Short Fund vs Shaan Patel Asset Management Fund

Helios India Long Short Fund

Shaan Patel Asset Management Fund

Add Scheme

Growth of ₹1 Crore

Helios India Long Short Fund

Shaan Patel Asset Management Fund

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%

Shaan Patel Asset Management Fund

5.6% • vol 13%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−1.94%

3.40%

6 Months

−0.68%

16.32%

1 Year

0.17%

5.56%

3 Years

7.53%

—

5 Years

—

Since Inception

8.65%

3.49%

Fund Age

3 yrs 10 mo

12 mo

AUM

—

Alpha – 1 Year

0.60%

3.18%

Alpha – 3 Years

−1.03%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

18.88%

13.00%

Volatility – 3 Years

—

Beta – 1 Year

1.04

0.06

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.30

0.06

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−11.82%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 9% · M 10% · S 38%

Number of Stocks

—

Portfolio P/E

—

26.85

Top 5 Holdings

—

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.