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) |
|---|---|---|---|
| -0.88% | 1.01 | 16.63% | 69.86% |
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 | -12.12% | -17.99% | -15.27% | -4.67% | 0.89% | 15.21% | 11.46% | - | 16.95% |
| S&P BSE 500 TRI | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | 12.89% | 11.76% | - | 17.70% |
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 1M | 1328.5 | S&P BSE 500 TRI | 16.95% | - | 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 | 0.82% | -0.45% | 69.86% | 0.37% | 1.06 | 16.63% | -0.50 | -0.18% | -0.01 | 54.79 % |
| Nifty 500 | -0.08% | -0.8% | -0.88% | 1.01 | -2.59% | -0.20 | 53.42 % | |||
| Nifty Midcap 100 | -7.05% | -1.49% | -8.54% | 0.90 | -11.83% | -0.73 | 38.36 % | |||
| Nifty Smallcap 100 | 2.39% | -1.53% | 0.86% | 0.71 | -10.11% | -0.50 | 38.36 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
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 31st March 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 Mar 26.
