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) |
|---|---|---|---|
| 4.02% | 1.11 | 19.57% | 70.67% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Helios Capital Asset Mgnt India Pvt Ltd India Rising PMS | 6.00% | 21.27% | -0.54% | 5.39% | 5.14% | 16.23% | 13.51% | - | 19.84% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.53% | 12.21% | - | 19.09% |
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 Asset Mgnt India Pvt Ltd India Rising PMS | Multi Cap & Flexi Cap | Mr. Dharmendra Grover | 16 March 2020 | 6Y 4M | 1577.07 | S&P BSE 500 TRI | 19.84% | - | NA |
| 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 | 6.94% | 1.3% | 70.67% | 8.24% | 1.21 | 19.57% | -0.01 | 1.38% | 0.10 | 56.00 % |
| Nifty 500 | 3.35% | 0.67% | 4.02% | 1.11 | -1.86% | -0.14 | 54.67 % | |||
| Nifty Midcap 100 | -4.07% | -0.04% | -4.11% | 0.91 | -11.81% | -0.74 | 37.33 % | |||
| Nifty Smallcap 100 | 2.35% | -0.4% | 1.95% | 0.71 | -10.87% | -0.55 | 38.67 % | |||
| BSE 500 | 3.81% | 0.68% | 4.49% | 1.12 | -1.57% | -0.12 | 56.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
