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) |
---|---|---|---|
-1.29% | 0.87 | 14.04% | 71.87% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -2.30% | 0.80% | 14.80% | -3.80% | 13.30% | - | - | - | 23.50% |
Nifty 500 | -3.10% | 4.30% | 16.00% | 4.30% | 17.10% | - | - | - | 27.10% |
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 10M | 734.88 | Nifty 500 | 23.50% | 36 | 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 | 1.84% | -1.64% | 71.87% | 0.20% | 0.92 | 14.04% | -0.46 | 7.66% | 0.60 | 46.88 % |
Nifty 500 | -0.19% | -1.1% | -1.29% | 0.87 | 5.27% | 0.42 | 53.13 % | |||
Nifty Midcap 100 | -5.79% | 2.09% | -3.70% | 0.66 | -1.01% | -0.07 | 46.88 % | |||
Nifty Smallcap 100 | 2.89% | 9% | 11.89% | 0.55 | 4.33% | 0.24 | 34.38 % |
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 | 63.90 |
Mid Cap | 16.40 |
Small Cap | 16.00 |
Cash | 3.80 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Dec 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 Sep 22.