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

Helios India Rising Fund II

Sundaram Alternative - Opportunities Series - Atlas

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Return for the risk

3 yrs return

10%

15%

20%

25%

30%

Nifty 500 · 12.3%

Sundaram Alternative - Opportunities Series - Atlas

23.3% • vol 20.1%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.05%

−1.41%

6 Months

4.46%

25.53%

1 Year

2.50%

27.30%

3 Years

13.42%

23.29%

5 Years

—

Since Inception

14.39%

20.51%

Fund Age

3 yrs 7 mo

4 yrs 5 mo

AUM

—

Alpha – 1 Year

−0.87%

24.92%

Alpha – 3 Years

1.13%

12.08%

Information Ratio – 3 Years

—

1.04

Volatility – 1 Year

19.94%

28.26%

Volatility – 3 Years

—

20.05%

Beta – 1 Year

1.09

1.42

Beta – 3 Years

—

1.07

Sharpe Ratio – 1 Year

-0.06

0.79

Sharpe Ratio – 3 Years

—

0.87

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%

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

2.25% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 3% / 2%

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