PMS · Equity · Mid & Small Cap
Helios India Emerging Star Portfolio
Fund size₹9 Cr
IRRSince inception23.98%
Minimum investment₹50 Lakh
Fund age4 mo
Fund Manager
Growth of₹Cr
Helios India Emerging Star
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Helios India Emerging Star | 24.45% | — | — | — | — | 23.98% |
| Nifty 500 | 7.61% | — | — | — | — | 8.64% |
| Excess over benchmark | 16.84% | — | — | — | — | 15.34% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 16.67% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
HybridPlan B · Shared upsideFixed Management Fee1.50% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
PerformancePlan C · Performance LinkedFixed Management FeeNone
Performance Fee15% of profit
Hurdle RateAbove 10%
Lock-in: Nil.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.