About Company
Helios Capital Asset Management (India) Pvt. Ltd
Helios -In Greek mythology, Helios is the God of Sun – the brightest star in the sky that has been universally worshipped as the natural source of light, energy, warmth, and nutrition on Earth since the start of time. According to mythology, Helios rode his chariot across the sky from east to west every day pulling the sun, and each night he rode back to the east, to diligently start again next morning. In addition, according to Hometic poems, Helios is described as the God who sees and hears everything and had an ethical and prophetic nature. Helios Capital is inspired by “Helios” for he has all the qualities one would seek in a good fund manager: strong purpose carried out with diligence, ability to see everything from his vantage point and an ethical and prophetic nature. Helios India is licensed by Securities & Exchange Board of India to offer Portfolio Management Services (PMS). Their flagship investment product is the Helios India Rising Portfolio.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.
Helios India Emerging Star Portfolio
Fund Snapshot
| Parameter | Value |
| PMS Provider Name | Helios Capital Asset Management (India) Pvt. Ltd |
| Strategy Name | Equity |
| Product Name | Equity, Mutual Fund |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 18/03/2026 |
| Age | 2 Months |
| AUM (Cr) | ₹2.35 |
| Min. Inv. Amount | ₹50,00,000 |
| Fixed Fees Structure | Fixed Fees Model: 2.5% |
| Variable Fees Structure | AMC: 1.5% Hurdle: 10% Profit sharing: 15% |
| Exit Load | NIL |
Fund Purpose
The primary objective of the Helios India Emerging Star Portfolio is to achieve long-term capital appreciation by building a high-conviction, long-biased equity portfolio focused on mid-cap and small-cap segments. The strategy uses a structured approach to filter out weaker companies, aiming to isolate fast-growing market leaders early in their development cycle.
Fund Philosophy
Proprietary Elimination Framework
The core strategy relies on the proprietary Helios Elimination Investing Framework. Instead of trying to guess winners, the fund actively screens out companies with weak governance, poor cash conversion, or unscalable capital metrics, narrowing the pool to structurally sound market leaders.
High Mid & Small Cap Bias
The fund targets early-stage and mid-sized enterprises positioned to benefit from broader economic expansion. This distinct focus on smaller cap buckets allows the strategy to capture faster earnings growth before these companies scale into larger capitalization brackets.
Long-Biased Compounding
The investment team maintains a structurally long position in high-growth equities, keeping portfolio turnover low to let compound growth play out. This approach allows the fund to capture the full economic cycle of mid and small-cap selections without the friction of frequent trading.
Fundamental Financial Discipline
The strategy focuses strictly on strong underlying metrics, favoring companies that generate free cash flow and maintain clean balance sheets. This disciplined screening ensures that mid and small-cap allocations have the financial strength to survive temporary market downturns.
Early Secular Capturing
The strategy actively looks for structural tailwinds, directing capital to emerging industries and niche business models experiencing secular demand shifts. This enables the portfolio to stay ahead of broader institutional trends by establishing positions before mainstream market re-ratings occur.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Helios India Emerging Star Portfolio
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Helios Capital Asset Management (India) Pvt. Ltd
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹0.77 | NA | NA | NA | NA | NA | NA | NA | NA | -4.23 |
| Benchmark | NA | NA | NA | NA | NA | NA | NA | NA | NA | -5.16 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Samir Arora
Samir Arora is the Founder, Group CIO and Fund Manager at Helios Capital, with more than 30 years of experience in Indian equity investing and Asian emerging markets. Also referred to as Sameer Arora in some investor searches, he has built a long career managing equity portfolios across India, Singapore, and global emerging markets. Through ALTPORT, investors can access investment strategies managed directly by Samir Arora, including Helios Capital PMS and the Helios India Long/Short Fund.
Education and Qualifications
Samir Arora holds a Bachelor of Technology from the Indian Institute of Technology, New Delhi. He earned an MBA as a Gold Medalist from the Indian Institute of Management, Calcutta. He also completed a Master of Finance from The Wharton School, University of Pennsylvania, where he received the Dean's Scholarship for distinguished merit.Career Timeline
| Period | Location | Role | Highlights |
| 1993–2001 | New York and India | Chief Investment Officer, Alliance Capital India | Led Indian equity investment operations and managed India-focused portfolios. |
| 2001–2005 | Singapore | Head of Asian Emerging Markets, Alliance Capital Singapore | Oversaw Asian emerging market investments and managed the ACM India Liberalization Fund, one of India's earliest dedicated offshore equity funds. |
| 2005–Present | Singapore | Founder, Group CIO and Fund Manager, Helios Capital | Established Helios Capital and continues to manage investment strategies focused on Indian equities. |
Awards and Recognition
| Award Name | Awarding Body | Year |
|---|---|---|
| Most Astute Equity Investor in Singapore — Rank 1 | The Asset magazine | 2002 |
| AAA rating for India Liberalization Fund | S&P Micropal | 1999–2003 (4 consecutive years) |
| 15+ awards for Alliance Capital India mutual funds | Various | During tenure as CIO |
| Helios Strategic Fund — Best India Fund (won 4x, nominated 11x) | Eurekahedge | 2006–2021 |
| Helios Strategic Fund — Long-term 5-year performance | AsiaHedge Award | 2018 |
Funds Managed by Samir Arora
Helios Capital PMS
Minimum Investment: Rs 50 lakhs Helios Capital PMS is a discretionary portfolio management service managed by Samir Arora. The strategy provides professionally managed exposure to Indian equities for investors seeking a concentrated and actively managed portfolio.Helios India Long/Short Fund
Minimum Investment: Rs 1 crore Helios India Long/Short Fund is an AIF Category III strategy managed by Samir Arora. The fund combines long and short market positions within a regulated alternative investment structure designed for eligible investors.NRI and International Investor Note
Samir Arora is based in Singapore and manages investment strategies through Helios Capital Singapore. Helios Capital Singapore holds a Capital Markets Services License from the Monetary Authority of Singapore and is registered as a Foreign Portfolio Investor with SEBI. NRI investors can access eligible Helios Capital investment strategies through ALTPORT.FAQs
Who is Samir Arora?
Samir Arora is the Founder and Group CIO of Helios Capital, with more than 30 years of experience in Indian equity fund management. He founded Helios Capital in 2005 after serving as CIO of Alliance Capital India and Head of Asian Emerging Markets in Singapore.What funds does Samir Arora manage?
Samir Arora manages two investment strategies available through ALTPORT: Helios Capital PMS, which has a minimum investment of Rs 50 lakhs, and Helios India Long/Short Fund, an AIF Category III fund with a minimum investment of Rs 1 crore.What are Samir Arora's qualifications?
Samir Arora holds a Bachelor of Technology from the Indian Institute of Technology, New Delhi, an MBA as a Gold Medalist from the Indian Institute of Management, Calcutta, and a Master of Finance from The Wharton School, University of Pennsylvania, where he received the Dean's Scholarship for distinguished merit.Can NRI investors access Samir Arora's funds?
Yes. NRI investors can access Helios Capital PMS and AIF strategies through ALTPORT. Helios Capital Singapore is registered as a Foreign Portfolio Investor with SEBI. Investors can visit the ALTPORT NRI section or speak with an advisor for further information.Is Samir Arora based in Singapore?
Yes. Samir Arora is based in Singapore and leads Helios Capital from there. He has worked extensively across India and Asia throughout his investment career, including serving as Head of Asian Emerging Markets at Alliance Capital Singapore.What is Samir Arora known for in the investment industry?
Samir Arora is known for his long experience in Indian and Asian equity markets. Before founding Helios Capital, he held leadership positions at Alliance Capital in India and Singapore and managed investment strategies focused on emerging markets.What is the Helios India Long/Short Fund?
The Helios India Long/Short Fund is an AIF Category III strategy managed by Samir Arora. The fund combines long and short market positions and is available to eligible investors with a minimum investment of Rs 1 crore.What is the minimum investment for Samir Arora's PMS?
The minimum investment for Helios Capital PMS is Rs 50 lakhs, in line with SEBI regulations governing Portfolio Management Services in India.What was Samir Arora's role before founding Helios Capital?
Before establishing Helios Capital in 2005, Samir Arora served as Chief Investment Officer of Alliance Capital's Indian operations and later became Head of Asian Emerging Markets at Alliance Capital Singapore.What is the Samir Arora portfolio available through ALTPORT?
Investors can access Samir Arora's portfolio management offerings through ALTPORT, including Helios Capital PMS and the Helios India Long/Short Fund. Each strategy is designed for investors seeking professionally managed exposure to Indian equities.Has Samir Arora received any industry awards?
Yes. Throughout his career, Samir Arora and funds under his management have received recognition from organizations including The Asset Magazine, S&P Micropal, Eurekahedge, AsiaHedge Awards, and HFM Asian Performance Awards.What is Samir Arora's experience in Indian equities?
Samir Arora has more than three decades of experience in Indian equity investing. His career spans leadership roles in New York, India, and Singapore, managing investment strategies focused on India and broader Asian emerging markets.What is the difference between Helios Capital PMS and the Helios India Long/Short Fund?
Helios Capital PMS is a discretionary portfolio management service with a minimum investment of Rs 50 lakhs. The Helios India Long/Short Fund is an AIF Category III strategy with a minimum investment of Rs 1 crore and can use both long and short market positions.Is Samir Arora an active fund manager?
Yes. Samir Arora currently serves as Founder, Group CIO, and Fund Manager at Helios Capital and directly manages the Helios Capital PMS and Helios India Long/Short Fund available through ALTPORT.Who is Sameer Arora of Helios Capital?
Sameer Arora is a commonly searched spelling variation of Samir Arora. He is the Founder, Group CIO, and Fund Manager at Helios Capital, with over 30 years of experience managing Indian and Asian equity investments.
Dinshaw Irani
Helios India’s Chief Investment Officer is Dinshaw Irani. He spent more than 14 years as the Executive Director of Artemis Advisors, Helios Singapore’s exclusive research advisors, before then. Dinshaw oversaw all aspects of the research project as the CEO of Artemis Advisors, from idea generation and industry outlook to final recommendation. He established Sharekhan’s portfolio management services division while serving as their principal portfolio manager from 2003 to 2004 before joining Artemis in 2005. Prior to working at Sharekhan, Dinshaw spent more than three years as a vice president on the consumer and pharmaceutical industries’ Asian Emerging Markets team for Alliance Capital in Mumbai. Prior to Alliance, Dinshaw had positions at Lloyd Securities and Sun F&C Mutual Fund. Dinshaw likes exploring new locations so he may spend time outside in nature preserves and on hiking trails. Dinshaw possesses a post-graduate diploma in rural management from the Institute of Rural Management, Anand, and a degree in commerce with honours. Dinshaw has 28 years of combined investment experience.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
A: This is a proprietary investment method focused on risk reduction. Instead of searching for top performers first, the model systematically eliminates companies displaying weak financial health, poor corporate governance, or low earnings quality to protect the portfolio from structural underperformance.
A: The variable framework includes a 1.5% Asset Management Charge (AMC) coupled with a 10% hurdle rate. Once portfolio performance exceeds this 10% annualized return threshold, a 15% profit-sharing fee is applied to the earned gains above that mark.
A: No, the Helios India Emerging Star Portfolio features a NIL exit load structure. This gives investors full liquidity and flexibility to adjust their capital allocations without facing premature redemption fees.
A: This portfolio is designed for high-net-worth individuals (HNIs) who can commit the ₹50 Lakh minimum, have a higher risk tolerance for mid and small-cap volatility, and can maintain a 3 to 5-year time horizon.
A: The strategy measures its investment velocity, alpha generation, and underlying volatility against the broad-market BSE 500 TRI (Total Returns Index), which captures capital appreciation and dividend payouts across all capitalization ranges.
Connect with our investment experts for personalized guidance, fund details, and support tailored to your financial needs.
Get In Touch
Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.
Explore expert insights, market trends, investment strategies, and informative articles related to funds and wealth management.