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Helios India Rising Fund II vs Sundaram Alternative Opportunities Series - ACORN

Helios India Rising Fund II

Sundaram Alternative Opportunities Series - ACORN

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Return for the risk

3 yrs return

10%

15%

20%

25%

30%

Nifty 500 · 12.3%

Sundaram Alternative Opportunities Series - ACORN

26.5% • vol 18.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.05%

−0.89%

6 Months

4.46%

29.38%

1 Year

2.50%

43.41%

3 Years

13.42%

26.47%

5 Years

—

17.82%

Since Inception

14.39%

22.57%

Fund Age

3 yrs 7 mo

6 yrs 8 mo

AUM

—

Alpha – 1 Year

−0.87%

33.80%

Alpha – 3 Years

1.13%

7.88%

Information Ratio – 3 Years

—

0.70

Volatility – 1 Year

19.94%

23.30%

Volatility – 3 Years

—

18.62%

Beta – 1 Year

1.09

1.04

Beta – 3 Years

—

0.84

Sharpe Ratio – 1 Year

-0.06

1.44

Sharpe Ratio – 3 Years

—

1.07

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 45% · M 27% · S 28%

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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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