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Helios India Rising Portfolio

Helios Capital Asset Management (India) Pvt. Ltd

1,512.50 CR AUM

Helios India Rising Portfolio

Helios India Rising Portfolio

Helios Capital Asset Management (India) Pvt. Ltd

1,512.50 CR AUM

BSE 500 TRI
Benchmark
6yr 2mo
Age
EQUITY
Strategy
Fixed Fees Model : 2.5%
Fixed Fees
AMC: 1.5% Hurdle: 10% Profit Sharing: 15%
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
6yr 2mo
Age
EQUITY
Strategy
Fixed Fees Model : 2.5%
Fixed Fees
AMC: 1.5% Hurdle: 10% Profit Sharing: 15%
Variable Fees
NIL
Exit Load
Fund manager

dinshaw irani

Fund Manager
EQUITYStrategies

Dinshaw Irani is the Chief Investment Officer of Helios India. Prior to this, he was Executive Director at Artemis Advisors (exclusive research advisors to Helios Singapore) for over 14 years. As the head of Artemis Advisors, Dinshaw led the research process, from industry outlook and idea generation to final recommendation. Prior to joining Artemis in 2005, he was the Principal Portfolio Manager at Sharekhan during 2003-04, setting up their portfolio management services division. Prior to his stint at Sharekhan, Dinshaw was Vice President in the Asian Emerging Markets team for Alliance Capital in Mumbai for over 3 years covering the consumer and pharmaceutical sectors. Before Alliance, Dinshaw has worked at Sun F&C Mutual Fund and at Lloyd Securities. Dinshaw enjoys traveling to new places where he can spend time outdoors on hiking trails and in nature parks. Dinshaw is a graduate in Commerce (Hons.) and holds a post-graduate diploma in Rural Management from the Institute of Rural Management, Anand. Dinshaw has total investing experience of 28 years.

Dinshaw Irani is the Chief Investment Officer of Helios India. Prior to this, he was Executive Director at Artemis Advisors (exclusive research advisors to Helios Singapore) for over 14 years. As the head of Artemis Advisors, Dinshaw led the research process, from industry outlook and idea generation to final recommendation. Prior to joining Artemis in 2005, he was the Principal Portfolio Manager at Sharekhan during 2003-04, setting up their portfolio management services division. Prior to his stint at Sharekhan, Dinshaw was Vice President in the Asian Emerging Markets team for Alliance Capital in Mumbai for over 3 years covering the consumer and pharmaceutical sectors. Before Alliance, Dinshaw has worked at Sun F&C Mutual Fund and at Lloyd Securities. Dinshaw enjoys traveling to new places where he can spend time outdoors on hiking trails and in nature parks. Dinshaw is a graduate in Commerce (Hons.) and holds a post-graduate diploma in Rural Management from the Institute of Rural Management, Anand. Dinshaw has total investing experience of 28 years.

Purpose

Helios India Rising Portfolio is a long-biased, multi-cap portfolio management investment approach.

Investment Approach v/s Benchmark Metrics

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1M IA return
13.44%
1M benchmark return
10.38%
Alpha
3.06%
1M Wealth multiple
1.13x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
13.44%
1M benchmark return
10.38%
Alpha
3.06%
1M Wealth multiple
1.13x

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