Themes based Multi-cap equity portfolio

Key Attributes

Inception Date: 16 Mar 2020

Number of Stocks: 30 - 35

Founder's Name: Mr. Samir Arora

Portfolio Manager's Name: Dinshaw Irani

Portfolio Manager's Experience: Dinshaw Irani has India related investment experience of 28years (at Helios India (& Artemis Advisors- exclusive advisors to Helios Singapore): 16 years).

Portfolio Manager's Qualification: Mr. Dinshaw Irani has an MBA from I.R.M.A

Investment Objective

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.

Investment Philosophy

The investment philosophy behind the Helios India Rising PMS has developed over the past 25+ years. Helios Capital has bottom-up managers who believe that stock picking works best when aided by the secular tailwind of a strong theme or positive big picture and that it is easier to “reject stocks with conviction” than to “own stocks with conviction.”

They believe that strong and consistent portfolio returns come from both good stock selection AND good portfolio construction around basic questions like:

– What stocks to buy?
– What time horizon to have?
– How many stocks to own?
– When to sell?

Portfolio Strategy

THEME 1: Compete With Government of India
Private companies win at the cost of government-owned companies.

THEME 2: Demographic/Lifestyle Changes
Invest in under-penetrated, even in urban India, secular theme.

THEME 3: Factor Cost Advantage
Capitalize on India’s “Global competitiveness”

THEMES TO AVOID
Commodities
“One Billion Consumers” Stories
State owned companies
Bet on India, not on Indians

QUALITY, RISK, CONSISTENCY ANALYSIS

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