Helios Capital Asset Management (India) Pvt. Ltd • Equity
Helios India Rising Portfolio is an equity portfolio management service (PMS) strategy run by Helios Capital Asset Management (India) Pvt. Ltd, launched on 16 Mar 2020. As of 30 Sep 2026, it manages ₹1,556 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +2.95% over 1 year, +13.48% over 3 years and +11.19% over 5 years (+19.05% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 4.28 percentage points ahead of its benchmark. Its 3-year return ranks 154th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Dinshaw Irani.
Ranked nearby on 3-year return: Enam India Opportunities Portfolio (+13.61%), Buoyant Opportunities PMS (+13.50%), ICICI Prudential PMS PIPE Strategy (+13.38%), Diversified Portfolio - Equity (+13.37%).
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 | -4.63% |
| 3 Months | +0.19% |
| 1 Year | +2.95% |
| 3 Years | +13.48% |
| 5 Years | +11.19% |
| Since Inception | +19.05% |
| 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 Portfolio has a 1-year return of +2.95%, a 3-year return of +13.48%, a 5-year return of +11.19% and +19.05% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Helios India Rising Portfolio returned +11.19% against +8.91% for the BSE 500 TRI, 2.28 percentage points ahead. Over 3 years it returned +13.48% against +9.20%; Over 1 year it returned +2.95% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Helios India Rising Portfolio's 3-year return of +13.48% ranks 154th as of 30 Sep 2026.
Helios India Rising Portfolio is managed by Dinshaw Irani at Helios Capital. The strategy manages ₹1,556 Cr of client assets as of 30 Sep 2026.
Helios India Rising Portfolio manages ₹1,556 Cr of client assets as of 30 Sep 2026.
The fee structure for Helios India Rising 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 Portfolio is ₹50 Lakhs.
Helios India Rising Portfolio was launched on 16 Mar 2020. It has a 6-year track record.
Description
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