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.
Helios India Rising PMS (“PMS”) is a long-only, multi-cap portfolio management scheme. It will endeavour to generate positive alpha over its benchmark (Nifty500 index) over the medium and long term.
Returns as on 2025-12-31
| 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% |
| 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% |
| 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 Manager
Dharmendra Grover has 28 years of experience in Indian Equities. Prior to joining Helios AMC, Dharmendra worked with SBI Mutual Fund, Artemis Advisors (exclusive advisor to Helios Singapore), Tata Securities, Tata Motors, Credit Suisse Securities (India) and Lloyds Securities. He is a commerce graduate from Delhi University and a post-graduate diploma holder from Institute of Rural Management, Anand.
AMC: 2.5%
AMC: 1.5%
Hurdle: 10%
Profit Sharing: 15%
Year 1: 0%
Year 2: 0%
Year 3: 0%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.
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