- Manager
- Helios Capital Asset Management (India)
- Service
- Discretionary
- Asset class
- Equity
Helios India Emerging Star Portfolio
₹30.92 Cr
Assets under management
Reported to SEBI · 30 Sep 2026
Helios Capital Asset Management (India)’s Helios India Emerging Star Portfolio managed ₹30.92 crore across its clients at 30 Sep 2026.
Key numbers
- AUM
- ₹30.92 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.62% | −5.57% | +2.95% |
| 3 months | +1.65% | −3.59% | +5.24% |
| 6 months | +33.43% | +8.07% | +25.36% |
| Since inception | +27.78% | +2.49% | +25.29% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity90.33%₹27.93 Cr
- Cash and other9.67%₹2.99 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹7.19 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹7.19 Cr
- Net, FY to date
- ₹29.78 Cr
- Turnover, month
- 0.32×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Helios India Emerging Star Portfolio returned?
As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.62%; 3 months: 1.65%; 6 months: 33.43%; Since inception: 27.78%.
How much does Helios India Emerging Star Portfolio manage?
₹30.92 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Helios India Emerging Star Portfolio?
Helios Capital Asset Management (India), a SEBI-registered portfolio manager (INP000006916), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app