Helios Capital PMS strategies
Helios Capital runs 4 portfolio management strategies listed with APMI, managing ₹1,667 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Helios India Rising Portfolio | Equity | Dinshaw Irani | ₹1,634 Cr | +16.00% | +3.91 pts | 2.5% fixed or 1.5% + 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
| Helios India Emerging Star Portfolio | Equity | Dinshaw Irani | ₹24.52 Cr | — | — | 2.5% fixed or 1.5% + 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
| Helios India Liquid Portfolio | Debt | — | ₹7.66 Cr | +5.82% | — | — | ₹50 Lakhs | — |
| Helios India Rising Core Equity Portfolio | Equity | Dinshaw Irani | ₹1.16 Cr | — | — | 2.5% fixed or 1.5% + 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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