Alternative Investment Funds (AIF)Compare Schemes
Helios India Rising Fund II vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Helios India Rising Fund II
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.05%
0.40%
6 Months
4.46%
4.71%
1 Year
2.50%
9.48%
3 Years
13.42%
5.09%
5 Years
—
7.27%
Since Inception
14.39%
7.18%
Fund Age
3 yrs 7 mo
5 yrs 9 mo
AUM
—
—
Alpha – 1 Year
−0.87%
7.96%
Alpha – 3 Years
1.13%
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
19.94%
1.59%
Volatility – 3 Years
—
6.50%
Beta – 1 Year
1.09
0.04
Beta – 3 Years
—
-0.12
Sharpe Ratio – 1 Year
-0.06
2.33
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
5.09%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−8.84%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 27% · S 28%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—