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Helios - India Rising PMS
Helios - India Rising PMS

Helios - India Rising PMS

  • Helios Capital Management (I) LLP
  • Multi Cap AND Flexi Cap
  • 59
    Out of 118*
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Portfolio age5 years, 8 months
5.25%
4.27%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

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

bt_logoPORTFOLIO MANAGERS

Dharmendra Grover
  • Manager Rank54 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM1615.78
  • Highest Return In 1 Yr10.75%
Profile

Dharmendra Grover has 28 years of experience in Indian Equities. Prior to joining Helios AMC, Dharmendra worked with SBI Mutual Fund, Artemis Advisors (exclusive advisor to Helios Singapore), Tata Securities, Tata Motors, Credit Suisse Securities (India) and Lloyds Securities. He is a commerce graduate from Delhi University and a post-graduate diploma holder from Institute of Rural Management, Anand.

Other Schemes
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Helios - India Rising PMS
AUM (₹ Cr)
₹1,615.78 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
43 Out of 251
Fixed Fee
2.50%
Scheme Return
5.25%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
1615.78
(As on Oct, 2025)
Inception Date
Mar 16, 2020
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
15%Profit Sharing above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Helios India Rising PMS (“PMS”) is a long-only, multi-cap portfolio management scheme. It will endeavour to generate positive alpha over its benchmark (Nifty500 index) over the medium and long term.

Investment Approach

Our investment philosophy has developed over the past 25+ years. We have one of the most experienced teams in the Indian Fund Management Industry with over 100 years of direct India investing experience.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Helios - India Rising PMS
AUM (₹ Cr)
₹1,615.78 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
43 Out of 251
Fixed Fee
2.50%
Scheme Return
5.25%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Helios Capital Management (I) LLP
Helios Capital Management (I) LLP manages assets worth Rs 3669.84 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

3,669.84 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Helios - India Rising PMS
AUM (₹ Cr)
₹1,615.78 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
43 Out of 251
Fixed Fee
2.50%
Scheme Return
5.25%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ'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 Lacs
What type of scheme is Helios - India Rising PMS?
Helios - India Rising PMS is an Equity scheme. It falls in the Multi Cap AND Flexi 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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