PATERSON SECURITIES PRIVATE LIMITED
Debt, Equity · 6 investment approaches
Total AUM
₹134 Cr
Years Active
1.8
AUM Change (3M)
+7.4%
AUM Change (1Y)
+139.7%
Min Investment
₹50L
Schemes
6
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
ACTIVELY MANAGED TOTAL RETURN PORTFOLIO | Debt | ₹17 Cr | +0.00% | +9.01% | — | +9.04% | 1.13 |
DELTA FUND | Equity | ₹20 Cr | -0.96% | +6.94% | — | +4.30% | -0.15 |
PATERSON CUSTOMISED | Equity | ₹89 Cr | -0.87% | +4.86% | — | -13.38% | -1.09 |
PATERSON ADVANTAGE | Equity | ₹3 Cr | -2.34% | -1.80% | — | -7.96% | -0.97 |
PATERSON LEADERSHIP | Equity | ₹4 Cr | -5.95% | -5.80% | — | -4.68% | -0.72 |
PATERSON SOUTHERN SPICE | Equity | ₹1 Cr | -4.15% | — | — | -6.31% | — |