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India Rising PMS

Helios Capital Asset Mgnt India Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
16 March 2020
Min. Investment
₹50,00,000
AUM (Cr.)
₹1612.33
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Our investment methodology has been refined over a quarter-century of operations. We boast a team with extensive experience, collectively possessing over a century of direct investment expertise within the Indian market.

Investment Objective

The Helios India Rising Portfolio Management Service ("PMS") is structured as a long-only, multi-cap investment strategy. The primary objective is to achieve superior returns relative to its benchmark, the Nifty500 index, over medium to long-term investment horizons.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.37% -0.24% -1.13%
3 MONTHS 3.31% 5.02% -1.71%
6 MONTHS 5.96% 1.63% 4.33%
1 YEAR 5.45% 7.63% -2.18%
2 YEAR 14.71% 11.64% 3.07%
3 YEAR 20.24% 16.40% 3.84%
5 YEAR 17.42% 16.82% 0.60%
SINCE INCEPTION 21.83% 21.63% 0.20%

Calendar Year Performance

Year Return
CY 2025 5.45%
CY 2024 24.17%
CY 2023 32.04%
CY 2022 -3.78%
CY 2021 33.15%
CY 2020 40.70%

Financial Year Performance

Year Return
FY 26_YTD 15.66%
FY 25 6.78%
FY 24 50.25%
FY 23 -5.01%
FY 22 17.97%
FY 21 49.55%
FY 20 0.11%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Dharmendra Grover

Fund Manager

Dharmendra Grover possesses 28 years of dedicated experience within the Indian equity markets. His prior professional engagements include esteemed roles at SBI Mutual Fund, Artemis Advisors (serving as exclusive advisor to Helios Singapore), Tata Securities, Tata Motors, Credit Suisse Securities (India), and Lloyds Securities. Mr. Grover holds a Bachelor of Commerce degree from Delhi University and a Post Graduate Diploma from the Institute of Rural Management, Anand.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
0
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
5 Yrs, 9 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)