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Helios - India Rising PMS
Helios -  India Rising PMS

Helios - India Rising PMS

  • Helios Capital Management (I) LLP
  • MULTI CAP
  • 65
    Out of 134*
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Portfolio age 5 years, 0 months
-8.18%
-7.74%
Hurdle Rate** 10.00%
Fixed fee 2.50%
Min. Investment 50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Dinshaw Irani
  • Manager Rank 65 Out of 134
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM ₹1313.9 Cr
  • Highest Return In 1 Yr 1.10%
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.

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
1313.90
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
65 Out of 174
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 1
-8.18%
-7.74%
S&P BSE 500 TRI
MULTI CAP
₹1313.90 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

PEER ANALYSIS

  • table
  • Grid
Compare
AUM (₹ Cr)
1313.90
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
65 Out of 174
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 174
Fixed Fee
No Option
AUM (₹ Cr)
112.67
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 174
Fixed Fee
1% or 0%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 174
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 174
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 174
Fixed Fee
2.00%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 174
-8.18%
-7.74%
S&P BSE 500 TRI
MULTI CAP
10.00%
₹1313.90 Cr.
1Out of 174
-1.64%
-7.85%
S&P BSE 500 TRI
MULTI CAP
10%
₹UNDISC. Cr.
1Out of 174
-1.79%
-5.89%
Nifty 50 TRI
MULTI CAP
No Option
₹112.67 Cr.
1Out of 174
-2.78%
-5.79%
Nifty 50 TRI
MULTI CAP
6% or 25%
₹UNDISC. Cr.
1Out of 174
-3.09%
-7.85%
S&P BSE 500 TRI
MULTI CAP
10.00%
₹UNDISC. Cr.
1Out of 174
-3.20%
-3.43%
S&P BSE 500 TRI
MULTI CAP
10.00%
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Helios Capital Management (I) LLP
Helios Capital Management (I) LLP manages assets worth Rs 3343.10 crores. Its current offering of PMS schemes includes 1 Multi Cap scheme.

AUM (₹ cr)

3343.10 (As on Feb, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
AUM (₹ Cr)
₹1313.90 Cr.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
65 Out of 174
Fixed Fee
2.50%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
1Out of 1
-8.18%
-7.74%
S&P BSE 500 TRI
10.00%
MULTI CAP
₹1313.90 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Helios - India Rising PMS?
The hurdle rate of Helios - India Rising PMS is 10.00%.
What is the fixed fee charged in Helios - India Rising PMS ?
The fixed fee charged in Helios - India Rising PMS is 2.50%.
What is the variable fee charged in Helios - India Rising PMS ?
The variable fee charged in Helios - India Rising PMS is 1.50% .
What is the profit sharing in Helios - India Rising PMS ?
The profit sharing in Helios - India Rising PMS is 15%Profit Sharing above 10% Hurdle.
What is the minimum investment in Helios - India Rising PMS ?
The minimum investment in Helios - India Rising PMS is ₹50 Lac
What type of scheme is Helios - India Rising PMS?
Helios - India Rising PMS is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of Helios - India Rising PMS?
The inception date of Helios - India Rising PMS is Mar 16, 2020 .
What is the exit load of Helios - India Rising PMS?
Exit load is 0%
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