Helios Capital Asset Management (India) Pvt. Ltd • Equity
Helios India Rising Core Equity Portfolio is an equity portfolio management service (PMS) strategy run by Helios Capital Asset Management (India) Pvt. Ltd, launched on 18 Mar 2026. As of 30 Sep 2026, it manages ₹1.57 Cr of client assets and is benchmarked against the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Dinshaw Irani.
Returns and AUM as of , as reported to APMI. 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 | -5.55% |
| 3 Months | -0.34% |
| Since Inception | +5.79% |
| management fee | Fixed Fees: Fixed Fees Model: 2.5% |
| performance fee | Variable Fees: AMC: 1.5% Hurdle: 10% Profit sharing: 15% |
| exit load | NIL |
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 Rising Core Equity Portfolio has returned +5.79% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Helios India Rising Core Equity Portfolio is managed by Dinshaw Irani at Helios Capital. The strategy manages ₹1.57 Cr of client assets as of 30 Sep 2026.
Helios India Rising Core Equity Portfolio manages ₹1.57 Cr of client assets as of 30 Sep 2026.
The fee structure for Helios India Rising Core Equity Portfolio includes: management fee: Fixed Fees: Fixed Fees Model: 2.5%; performance fee: Variable Fees: AMC: 1.5% Hurdle: 10% Profit sharing: 15%; exit load: NIL.
The minimum investment for Helios India Rising Core Equity Portfolio is ₹50 Lakhs.
Helios India Rising Core Equity Portfolio was launched on 18 Mar 2026.
Description
All Helios Capital PMS strategies →Browse all PMS strategies in India →