Helios India Rising PMS is a Long-biased, multi-cap portfolio management scheme. It will endeavor to generate positive alpha over its benchmark (Nifty500 index) over the medium and long term.
Themes based Multi-cap equity portfolio
Key Attributes
Inception Date: 16 Mar 2020
Number of Stocks: 30 - 35
Fund Manager Name: Dinshaw Irani
Fund Manager Experience:
Dinshaw Irani has India related investment experience of 28years (at Helios India (& Artemis Advisors- exclusive advisors to Helios Singapore): 16 years).
Fund Manager Qualification:
Mr. Dinshaw Irani has an MBA from I.R.M.A
Investment Objective
Investment Strategy
It is a Multi-Cap log biased equity PMS, and invests in the following 3 major themes, backed by rigorous bottom-up research and long experience of the investment team in the Indian equity markets. Fund Manager believes that bottom-up research works best in sectors/themes that have strong tailwinds. Helios believes that strong and consistent portfolio returns come from both stock selection and careful portfolio construction around basic questions :-
- a) What stocks to buy?
- b) What time horizon to have?
- c) How many stocks to own? d) When to sell?
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
Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION
Do Not Simply Invest, Make Informed Decisions
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