Helios India Emerging Star Portfolio
What this strategy is
Our investment philosophy has developed over the past 25+ years. We have one of the most experienced teams in the Indian Fund Management Industry with over 100 years of direct India investing experience.
- This strategy₹1.00 Cr
- S&P BSE 500 Total Return Index₹1.00 Cr
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the S&P BSE 500 Total Return Index. Not the actual NAV series; past performance is not indicative of future returns.
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
How often it has beaten the index
Across every rolling holding period in the modelled history: the longer you hold, the more the odds have favoured the strategy.
Not enough track record to compute rolling windows yet.
Computed on an illustrative monthly path modelled to the since-inception CAGR, not the actual NAV series.
The quality of those returns
Returns mean little without the ride that earned them.
Size the position so a drawdown of that order is one you can sit through.
Under the hood: where the money sits
Spread across the market-cap curve.
- Cash / Debt100%
Top holdings and the sector book stream from the live feed; ask Nyra for the current portfolio.
Who runs the money
A strategy is only as good as the hand on the wheel.
Helios India's Mid & Small Cap approach blends valuation discipline with growth conviction, tilting toward whichever side the cycle is paying for. It is benchmarked to the S&P BSE 500 Total Return Index but invests with conviction rather than hugging the index.
A focused book of roughly 30–40 holdings means the highest-conviction ideas actually move the portfolio.
A 0-year track record across rallies and drawdowns; positioning shifts with the cycle rather than chasing the last quarter.
Drawdowns are managed deliberately; the worst peak-to-trough on record is kept in check.
A mid & small cap strategy with a mixed but improving profile.
Nyra scores Helios India Emerging Star Portfolio 6.5/10, on a since-inception CAGR near 24%. Drawdowns have stayed contained. Size the position so that ride is one you can hold.
Investors with a 5-year-plus horizon who want active Mid & Small Cap exposure and can sit through equity drawdowns.
A double-digit drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
The fine print, in plain sight
- Inception
- Mar 2026
- Track record
- 0 years
- Category
- Equity: Mid & Small Cap
- Style
- Blend
- Benchmark
- S&P BSE 500 Total Return Index
- Holdings
- —
- Fixed fee
- —
- Performance fee
- Performance-linked
- Minimum investment
- ₹50 L
- Lock-in / exit
- Exit Load: 1 Year: Nil, 2 Year: Nil, 3 Year: Nil
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
PMS Sahi Hai is an APMI-registered distribution platform. Figures are sourced from the strategy's disclosures and the live feed; the growth chart, rolling-window and risk figures are modelled to the disclosed since-inception CAGR (illustrative, not the actual NAV series). Returns are net of fees where stated. Investments in PMS, AIF and GIFT City strategies are subject to market risk. Past performance is not indicative of future results. This page is information, not investment advice.
Things investors say to us. Composites, not any one person.
“I held two PMS for four years and couldn't tell you why. One 15-minute review showed me the overlap, the real post-tax number, and one fund worth replacing. Nobody had ever shown me that math.”
Helios India Emerging Star Portfolio: common questions
What is Helios India Emerging Star Portfolio?
Helios India Emerging Star Portfolio is a Mid & Small Cap PMS strategy from Helios India, managed by Dharmendra Grover. It follows a Blend style, is benchmarked to the S&P BSE 500 Total Return Index, and carries a Nyra score of 6.5/10.
Who should consider Helios India Emerging Star Portfolio?
It suits investors with a five-year-plus horizon who want active Mid & Small Cap exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Since inception (Mar 2026) it has compounded at roughly 24% a year. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
—, with a performance fee of Performance-linked. Exit / lock-in terms: Exit Load: 1 Year: Nil, 2 Year: Nil, 3 Year: Nil.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is disclosed in the factsheet. Helios India is SEBI-registered and reports monthly. This page is information, not investment advice.
