Helios Capital Asset Management (India) Pvt. Ltd • Debt
Helios India Liquid Portfolio is a debt portfolio management service (PMS) strategy run by Helios Capital Asset Management (India) Pvt. Ltd, launched on 26 Apr 2021. It manages ₹7.66 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +4.99% over 1 year, +5.82% over 3 years and +5.14% over 5 years (+5.13% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +0.34% |
| 3 Months | +2.29% |
| 1 Year | +4.99% |
| 3 Years | +5.82% |
| 5 Years | +5.14% |
| Since Inception | +5.13% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callHelios India Liquid Portfolio has a 1-year return of +4.99%, a 3-year return of +5.82%, a 5-year return of +5.14% and +5.13% since inception. Past performance is not indicative of future results.
Helios India Liquid Portfolio manages ₹7.66 Cr of client assets.
The minimum investment for Helios India Liquid Portfolio is ₹50 Lakhs.
Helios India Liquid Portfolio was launched on 26 Apr 2021. It has a 5-year track record.
Description
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