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Helios India Rising Fund II vs Millenia WB Yield Fund

Helios India Rising Fund II

Millenia WB Yield Fund

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Return for the risk

1 yr return

-5%

10%

Nifty 500 · 3.4%

Helios India Rising Fund II

2.5% • vol 19.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.05%

—

6 Months

4.46%

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1 Year

2.50%

—

3 Years

13.42%

—

5 Years

—

Since Inception

14.39%

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Fund Age

3 yrs 7 mo

—

AUM

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Alpha – 1 Year

−0.87%

—

Alpha – 3 Years

1.13%

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Information Ratio – 3 Years

—

Volatility – 1 Year

19.94%

—

Volatility – 3 Years

—

Beta – 1 Year

1.09

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.06

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Sharpe Ratio – 3 Years

—

Worst Rolling Year

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Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

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Median Rolling Year

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5-Year Rolling Windows Positive

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Market-Cap Mix

L 45% · M 27% · S 28%

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Number of Stocks

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Portfolio P/E

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Top 5 Holdings

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Top Sectors

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Fixed Fee

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Performance Fee / Plan

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Exit Load (Y1 / Y2 / Y3)

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