Helios India Rising PMS is a Large cap-biased, well diversified, multi-cap portfolio management scheme. It will endeavor to generate positive alpha over its benchmark (Nifty500 index) over the medium and long term.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-1.47% | 0.87 | 11.53% | 76% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -4.0% | -4.4% | -8.5% | 4.6% | 28.3% | - | - | - | 25.7% |
Nifty 500 | -4.2% | -1.0% | -3.0% | 8.1% | 35.9% | - | - | - | 29.6% |
QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
Helios Capital India Rising | Multi Cap | Mr. Dinshaw Irani | 16 March 2020 | 2Y 3M | 559.58 | Nifty 500 | 25.7% | 33 | 10 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 5.22% | -4.62% | 76% | 0.60% | 0.77 | 11.53% | 1.37 | -5.06% | -0.24 | 52.00 % |
Nifty 500 | 2.75% | -4.22% | -1.47% | 0.87 | -8.44% | -0.40 | 60.00 % | |||
Nifty Midcap 100 | -4.40% | -1.44% | -5.84% | 0.61 | -21.82% | -0.84 | 52.00 % | |||
Nifty Smallcap 100 | -8.59% | -0.56% | -9.15% | 0.37 | -32.93% | -1.06 | 32.00 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|---|
Infrastructure | 2.30 |
Healthcare Services | 4.10 |
NBFC | 5.37 |
Insurance | 5.80 |
Other Exporters | 5.90 |
Pharmaceuticals | 8.10 |
NBFC | 11.60 |
Consumer | 14.60 |
Private Sector Banks | 14.80 |
Software | 18.70 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 64.6 |
Mid Cap | 11.7 |
Small Cap | 11.7 |
Cash | 12.0 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 22.