Helios India Rising PMS


Key Portfolio Attributes

Mr. Samir Arora
Mr. Dinshaw Irani

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: Mr. 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




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio3.8%8.4%3.7%-1.1%24.5%---26.9%
Nifty 5004.7%9.1%8.0%6.7%29.4%---30.7%



QRC Report Card *




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 61.7
Mid Cap 13.4
Small Cap 11.8
Cash 13.1


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Aug 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 Jun 22.




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