Helios - India Rising PMS

EQUITY MULTI CAP

A long-only, multi-cap portfolio management scheme.

+17.40%

3Y annualised returns

+14.94%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

16 Mar '20

Total AUM

₹1,606.74Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity98.8%

Cash1.2%

Equity market cap split

Large Cap52.1%

Mid Cap23.5%

Small Cap20.2%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

DG
Dharmendra Grover
Fund Manager
View details

About

Prior Experience:Fund Manager at SBI MF & Principal AMC Equity Research at Artemis Advisors Tata Motors: Investor Relations & Strategic Finance Credit Suisse: India Auto and Telecom equipment sectors.Equity Research Analyst at Lloyds Securities Education: PGDM, B Com (Hons)

Experience

Experience across fund management, equity research, and investor relations.

Investment philosophy

Equity research with a focus on the auto and telecom equipment sectors.

Previously worked at