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Helios India Long Short Fund vs Vajra Capital Growth Scheme

Helios India Long Short Fund

Vajra Capital Growth Scheme

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Growth of ₹1 Crore

Helios India Long Short Fund

Vajra Capital Growth Scheme

Return for the risk

1 yr return

-10%

-5%

NIFTY 50 Total Return Index · -0.4%

Helios India Long Short Fund

0.2% • vol 18.9%

Vajra Capital Growth Scheme

-3.5% • vol 15.3%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−1.94%

−0.01%

6 Months

−0.68%

−8.00%

1 Year

0.17%

−3.45%

3 Years

7.53%

—

5 Years

—

Since Inception

8.65%

7.49%

Fund Age

3 yrs 10 mo

2 yrs 4 mo

AUM

—

Alpha – 1 Year

0.60%

−3.02%

Alpha – 3 Years

−1.03%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

18.88%

15.33%

Volatility – 3 Years

—

Beta – 1 Year

1.04

0.85

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.30

-0.51

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.50%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Cash & Cash Equivalent · 100.00%

Top Sectors

—

Fixed Fee

1.75% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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