A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Helios - India Rising PMS
Fund Summary
Category
MULTI CAP
AUM (₹ cr)
1313.90
Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
15%Profit Sharing above 10% Hurdle
Benchmark
S&P BSE 500 TRI
Portfolio Age
5 years, 0 months
Trailing Returns
Portfolio Manager
Dinshaw Irani
Profile
Dinshaw Irani is the Chief Executive Officer of Helios India. Prior to this, he was Executive Director at Artemis Advisors (exclusive research advisors to Helios Singapore) for over 14 years. As the head of Artemis Advisors, Dinshaw led the research process, from industry outlook and idea generation to final recommendation. Prior to joining Artemis in 2005, he was the Principal Portfolio Manager at Sharekhan during 2003-04, setting up their portfolio management services division. Prior to his stint at Sharekhan, Dinshaw was Vice President in the Asian Emerging Markets team for Alliance Capital in Mumbai for over 3 years covering the consumer and pharmaceutical sectors. Before Alliance, Dinshaw has worked at Sun F&C Mutual Fund and at Lloyd Securities. Dinshaw enjoys traveling to new places where he can spend time outdoors on hiking trails and in nature parks. Dinshaw is a graduate in Commerce (Hons.) and holds a post-graduate diploma in Rural Management from the Institute of Rural Management, Anand. Dinshaw has total investing experience of 28 years.