Helios Capital Management (I) LLP

Helios Capital Management (I) LLP

AUM (Cr.)

291.01

No. of Clients

207

No. of Strategy

1

As On

30 June 2021

Helios Capital Management India LLP (“Helios India”) is licensed by Securities & Exchange Board of India to offer Portfolio Management Services (PMS). Helios’s flagship investment product is the Helios India Rising PMS. Their parent is Singapore based Helios Capital Management Pte. Ltd. (“Helios”), holding a Capital Markets Services License from the Monetary Authority of Singapore and registered as a Foreign Portfolio Investor with the Securities and Exchange Board of India. Helios, founded in 2005, currently manages both India focused long/short and long only funds/mandates and a globally focused long only fund. Founders of Helios (Dave Williams, Karan Trehan and Samir Arora) have senior asset management experience and were pioneers in Indian asset management industry jointly setting up one of India’s first private sector AMCs in 1994 (in their prior roles). Additionally, Samir Arora has one of the longest track records (26+ years on the long side) in the Indian fund management business. He is also one of the most experienced India fund managers on the short side with a 15+ year track record.

PMS Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Helios - India Rising PMS
MULTI CAP 59.09% NA NA NA 16 Mar, 2020

* All performance above are as on 30th Jun 2021  * Above 1 year returns are in CAGR 

Portfolio Manager Profile

Mr. Dinshaw Irani

Mr. Dinshaw Irani

Fund Manager

AMC Registered Address


SEBI Reg No : INP000006916

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