- Category
- III
- Strategy
- Long-short (aggressive)
- Fund house
- Helios Capital Asset Mgnt India
India Long Short Fund
+1.38%
1-year return, after expenses, before performance fee and tax
Benchmark NIFTY 50 TRI · data as of 30 Sep 2026
India Long Short Fund, a Category III long-short (aggressive) AIF from Helios Capital Asset Mgnt India, returned 1.38% (after expenses, before performance fee and tax) in the year to 30 Sep 2026. It began on 9 Dec 2022.
Key numbers
- AUM
- —
- Benchmark
- NIFTY 50 TRI
- Launched
- 9 Dec 2022
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before performance fee and tax
Returns
| Period | This fund | NIFTY 50 TRI |
|---|---|---|
| 1 month | −1.49% | −6.03% |
| 3 months | +1.82% | −4.91% |
| 6 months | +19.21% | +2.13% |
| 1 year | +1.38% | −7.09% |
| 2 years | +0.60% | −5.29% |
| 3 years | +8.13% | +6.06% |
| Since inception | +9.33% | +6.65% |
After expenses, before performance fee and tax, as Helios Capital Asset Mgnt India reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-short (aggressive)
- Market-cap style
- —
- Asset type
- —
- Benchmark
- NIFTY 50 TRI
- Fund manager
- Dharmendra Grover
Investment approach
The AIF endeavors to achieve long-term capital appreciation from investment in Public Equity in India. The Fund will invest in securities as permissible under SEBI (Alternative Investment Funds) Regulations 2012
The AIF endeavors to achieve long-term capital appreciation from investment in Public Equity in India. The Fund will invest in securities as permissible under SEBI (Alternative Investment Funds) Regulations 2012
About the fund manager
Mr. Dharmendra Grover — 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.
As the fund house describes it.
FAQs
What has India Long Short Fund returned?
1.38% (1-year return) to 30 Sep 2026, after expenses, before performance fee and tax, as Helios Capital Asset Mgnt India reports it. 1 month: −1.49%; 3 months: 1.82%; 6 months: 19.21%; 1 year: 1.38%; 2 years: 0.60%; 3 years: 8.13%; Since inception: 9.33%.
What kind of AIF is India Long Short Fund?
A Category III AIF following a long-short (aggressive) strategy. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). India Long Short Fund’s stated minimum is ₹1 crore.
Who manages India Long Short Fund?
Helios Capital Asset Mgnt India runs it; the fund manager is Dharmendra Grover.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: India Long Short Fund’s are after expenses, before performance fee and tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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