PATERSON SECURITIES PRIVATE LIMITED

Debt, Equity · 5 investment approaches

Total AUM

₹199 Cr

Years Active

2.4

AUM Change (3M)

+9.1%

AUM Change (1Y)

+74.2%

Min Investment

₹50L

Schemes

5

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
ACTIVELY MANAGED TOTAL RETURN PORTFOLIO	Debt	₹73 Cr	+0.99%	+12.20%	-	+10.37%	1.13
PATERSON CUSTOMISED	Equity	₹78 Cr	-5.85%	+8.57%	-	-7.65%	-0.69
PATERSON SOUTHERN SPICE	Equity	₹19 Cr	-3.98%	+7.95%	-	+4.92%	0.02
PATERSON LEADERSHIP	Equity	₹7 Cr	-3.92%	+3.74%	-	+2.52%	-0.25
DELTA FUND	Equity	₹22 Cr	-7.38%	-5.59%	-	-0.35%	-0.47

ACTIVELY MANAGED TOTAL RETURN PORTFOLIO

PATERSON CUSTOMISED

PATERSON SOUTHERN SPICE

PATERSON LEADERSHIP