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.

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