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Helios India Rising Fund II vs MNCL Capital Compounder Fund 2

Helios India Rising Fund II

MNCL Capital Compounder Fund 2

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Growth of ₹1 Crore

Helios India Rising Fund II

MNCL Capital Compounder Fund 2

Return for the risk

1 yr return

-5%

10%

15%

20%

Nifty 500 · 3.4%

Helios India Rising Fund II

2.5% • vol 19.9%

MNCL Capital Compounder Fund 2

15.8% • vol 25.3%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.05%

3.80%

6 Months

4.46%

19.20%

1 Year

2.50%

15.80%

3 Years

13.42%

—

5 Years

—

Since Inception

14.39%

14.60%

Fund Age

3 yrs 7 mo

2 yrs 4 mo

AUM

—

₹884.3 Cr

Alpha – 1 Year

−0.87%

10.50%

Alpha – 3 Years

1.13%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

19.94%

25.31%

Volatility – 3 Years

—

Beta – 1 Year

1.09

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.06

0.48

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.20%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 45% · M 27% · S 28%

L 22% · S 74%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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