PATERSON SECURITIES PRIVATE LIMITED

Debt, Equity · 6 investment approaches

Total AUM

₹145 Cr

Years Active

1.9

AUM Change (3M)

+12.6%

AUM Change (1Y)

+99.4%

Min Investment

₹50L

Schemes

6

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
ACTIVELY MANAGED TOTAL RETURN PORTFOLIO	Debt	₹40 Cr	-1.35%	+6.88%	-	+8.18%	0.44
PATERSON CUSTOMISED	Equity	₹74 Cr	-13.78%	+1.78%	-	-18.10%	-1.20
DELTA FUND	Equity	₹19 Cr	-11.01%	-1.76%	-	-2.49%	-0.62
PATERSON LEADERSHIP	Equity	₹5 Cr	-7.91%	-7.85%	-	-8.88%	-0.96
PATERSON ADVANTAGE	Equity	₹1 Cr	-16.44%	-13.19%	-	-16.31%	-1.17
PATERSON SOUTHERN SPICE	Equity	₹6 Cr	-9.63%	-	-	-14.37%	-

ACTIVELY MANAGED TOTAL RETURN PORTFOLIO

PATERSON CUSTOMISED

PATERSON LEADERSHIP

PATERSON ADVANTAGE

PATERSON SOUTHERN SPICE