Scheme Rating
IME Scheme Rating
Theme Based Aprroach: The Strategy centers on theme-based stock selection, capitalizing on India’s growth drivers such as privatization, demographic shifts, and global competitiveness. It follows a diversified portfolio approach with a focus on negative selection to identify 2 kinds of stocks – “high confidence in reasonable returns” (10-20 stocks) and “reasonable confidence in -high returns” (20-30 stocks).
IME Strategy Rating
Can be considered for investment: Helios India shares resources with Helios Singapore (the same team manages/advises FII fund, and the same team manages/advises both long-only and long-short strategy), this makes it not just another new PMS from scratch. Helios Singapore has 25 years of experience in Indian equities managing FII funds. Samir Arora and Dinshaw Irani come with over 25+ years of experience respectively.
PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).
IME View on Helios PMS
Trailing Performance
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|
Helios Rising | 32.04 | -3.8 | ||||||||
S&P BSE 500 TRI | 26.6 | 4.8 | ||||||||
Alpha (over Broad Mkt BM) | 5.4 | -8.6 | ||||||||
Nifty 500 | 25.8 | 1.6 | ||||||||
Alpha (over Category BM) | 6.2 | -5.4 |
Fund Managers
Helios Rising
AMC
AMC: (click link for detailed AMC review)
Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.