PATERSON SECURITIES PRIVATE LIMITED

Debt, Equity · 5 investment approaches

Total AUM

₹196 Cr

Years Active

2.3

AUM Change (3M)

+18.8%

AUM Change (1Y)

+72.8%

Min Investment

₹50L

Schemes

5

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
PATERSON CUSTOMISED	Equity	₹83 Cr	+3.68%	+16.34%	-	+0.13%	-0.57
ACTIVELY MANAGED TOTAL RETURN PORTFOLIO	Debt	₹64 Cr	+0.85%	+12.09%	-	+6.92%	1.07
PATERSON LEADERSHIP	Equity	₹7 Cr	-1.91%	+8.75%	-	+0.31%	-0.13
DELTA FUND	Equity	₹23 Cr	-0.23%	+2.03%	-	+0.48%	-0.24
PATERSON SOUTHERN SPICE	Equity	₹19 Cr	+3.12%	+0.00%	-	+0.00%	0.29

PATERSON CUSTOMISED

ACTIVELY MANAGED TOTAL RETURN PORTFOLIO

PATERSON LEADERSHIP

PATERSON SOUTHERN SPICE