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.
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 India Rising | 5.75% | 11.68% | 18.39% | 42.07% | 33.96% | 19.43% | - | - | 27.53% |
| Nifty 500 | 7.05% | 11.66% | 16.68% | 38.28% | 30.91% | 19.94% | 28.27% |
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 | 61.81 |
| Mid Cap | 12.52 |
| Small Cap | 17.89 |
| Cash | 7.78 |
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 30 June 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
