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.
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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 | ₹8.52 | -1.37 | 10.97 | NA | NA | NA | NA | NA | NA | 23.98 |
| Benchmark | NA | 2.19 | 3.78 | NA | NA | NA | NA | NA | NA | 8.64 |
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, one of the long/short AIF strategies available on the platform.
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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.
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Our experts will understand your goals, map the right strategy across AIFs, PMS, Mutual Funds and Wealth Solutions, and guide you through every step.
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.
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