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Helios India Long Short Fund vs WHITESPACE FUND 3 - HYBRID PLUS

Helios India Long Short Fund

WHITESPACE FUND 3 - HYBRID PLUS

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Growth of ₹1 Crore

Helios India Long Short Fund

WHITESPACE FUND 3 - HYBRID PLUS

Return for the risk

1 yr return

-5%

10%

15%

NIFTY 50 Total Return Index · -0.4%

Helios India Long Short Fund

0.2% • vol 18.9%

WHITESPACE FUND 3 - HYBRID PLUS

8.3% • vol 11.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−1.94%

1.88%

6 Months

−0.68%

2.95%

1 Year

0.17%

8.33%

3 Years

7.53%

—

5 Years

—

Since Inception

8.65%

7.07%

Fund Age

3 yrs 10 mo

2 yrs

AUM

—

Alpha – 1 Year

0.60%

4.13%

Alpha – 3 Years

−1.03%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

18.88%

11.52%

Volatility – 3 Years

—

Beta – 1 Year

1.04

0.21

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.30

-0.82

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−8.22%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 50%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

HDFC Bank Ltd · 3.55%

ICICI Bank Ltd · 3.14%

Reliance Industries Ltd · 2.75%

Bharti Airtel Ltd · 1.86%

Larsen & Toubro Ltd · 1.44%

Top Sectors

—

Fixed Fee

1.75% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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