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 | 1.63% | 6.04% | 18.19% | 50.25% | 19.68% | 19.10% | - | - | 25.99% |
Nifty 500 | 0.86% | 4.49% | 17.40% | 40.16% | 17.84% | 19.30% | - | - | 26.75% |
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 | 64.97 |
Mid Cap | 16.30 |
Small Cap | 14.24 |
Cash | 4.49 |
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#Returns as of 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.