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Helios India Rising Fund II vs MoneyGrow Alpha Fund 1

Helios India Rising Fund II

MoneyGrow Alpha Fund 1

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Growth of ₹1 Crore

Helios India Rising Fund II

MoneyGrow Alpha Fund 1

Return for the risk

1 yr return

-5%

10%

Nifty 500 · 3.4%

Helios India Rising Fund II

2.5% • vol 19.9%

MoneyGrow Alpha Fund 1

2.7% • vol 34.3%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.05%

−1.63%

6 Months

4.46%

15.76%

1 Year

2.50%

2.72%

3 Years

13.42%

—

5 Years

—

Since Inception

14.39%

14.74%

Fund Age

3 yrs 7 mo

16 mo

AUM

—

₹42.58 Cr

Alpha – 1 Year

−0.87%

3.15%

Alpha – 3 Years

1.13%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

19.94%

34.31%

Volatility – 3 Years

—

Beta – 1 Year

1.09

1.75

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.06

0.05

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−25.30%

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 19% · M 14% · S 67%

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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