Helios India Rising Portfolio
- Portfolio manager
- Samir Arora
- Benchmark
- S&P BSE 500 TRI
- Minimum investment
- Rs 50 lakh (SEBI minimum)
- Inception
- Not publicly available
Performance
As of 31 August 2026Absolute return
- 1 Year+10.25%
Annualised (CAGR)
- 2 Year+5.38%
- 3 Year+16.00%
- 5 Year+12.56%
- Since inception+20.19%
Our analysis
Helios India Rising Portfolio is a Flexi Cap portfolio management service offered by Helios Capital, managed by Samir Arora. It is benchmarked against the S&P BSE 500 TRI. Over the last three years it has returned +16.00% annualised, and +12.56% annualised over five years (as of 31 August 2026). Like all PMS products in India, it requires a minimum investment of ₹50 lakh and carries the market risk of a concentrated equity portfolio.
Recent trajectory
Its last twelve months (+10.25%) have trailed its three-year annualised pace (+16.00%), a reminder that shorter periods can be bumpy even when the longer record holds up.
Consistency
Across the 5 return periods we track, 5 are positive. Its strongest reading is the since-inception figure (+20.19%) and its weakest is the 2-year figure (+5.38%).
Illustration — growth of the ₹50 lakh minimum
At this strategy's reported three-year annualised rate of 16.00%, ₹50 lakh compounding for three years would reach about ₹78.0 lakh before fees and taxes.
An illustration of the reported rate, not a forecast. Actual results vary; past performance is not indicative of future results.
Who it typically suits
Flexi Cap strategies like this one generally suit investors comfortable letting the manager shift freely between company sizes, accepting more year-to-year variation in exchange for flexibility.
Fund manager
Founder & Fund Manager
- Experience
- 30+ years managing Indian equities
- Previously
- Alliance Capital Mutual Fund (Head of India equities)
- Investment philosophy
- Own winners, avoid losers; flexi-cap.
Investment approach
Own structurally strong 'winners' while actively avoiding weak businesses; flexible across market caps.
Risk information
Equity PMS strategies carry market risk and can be volatile; concentrated and mid/small-cap portfolios more so. Maximum drawdown and other risk statistics are not publicly available in this dataset — refer to the strategy's disclosure document.
Frequently asked questions
Who manages the Helios India Rising Portfolio?
The strategy is managed by Samir Arora at Helios Capital.
What have the returns of Helios India Rising Portfolio been?
As of 31 August 2026, the strategy has delivered +10.25% over one year and +16.00% annualised over three years, with a five-year annualised return of +12.56%. Returns of one year or less are absolute; longer periods are CAGR. Past performance is not indicative of future results.
What is the minimum investment for Helios India Rising Portfolio?
SEBI mandates a minimum investment of ₹50 lakh for any Portfolio Management Service in India, and this strategy is no exception (the firm states: Rs 50 lakh (SEBI minimum)).
How much would ₹50 lakh have grown at this strategy's three-year rate?
If ₹50 lakh had compounded at the strategy’s three-year annualised rate of 16.00% for three years, it would be worth about ₹78.0 lakh before fees and taxes. This is an illustration of the reported rate, not a prediction — actual results vary and past performance is not indicative of future results.
Is Helios India Rising Portfolio suitable for me?
Flexi Cap strategies like this one generally suit investors comfortable letting the manager shift freely between company sizes, accepting more year-to-year variation in exchange for flexibility. Whether it fits your specific goals, horizon and risk appetite is a personal decision — consider speaking to a SEBI-registered adviser or distributor before investing.
Important disclosures
Past performance is not indicative of future results. PMS investments are subject to market risks. Performance data is provided for informational purposes and should not be construed as investment advice or a recommendation to invest. Investors should review the relevant PMS disclosure documents and consult an appropriately qualified professional before making investment decisions.
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