Strategy performance
Helios India Rising Portfolio
Helios Capital Asset Management India Private Limited · AUM ₹1,634 Cr · as of Aug 2026
Our read
₹100 grew to ₹216.1 since inception (+15.5% CAGR), with a max drawdown of −19.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+16.0%
Since inception
+15.5%
Max drawdown
−19.5%
Volatility
+15.5%
Peer position
Loading peer ranks…
Performance
Helios India Rising Portfolio₹216.1Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −5.8% | −0.9% | −12.1% | +13.4% | +0.8% | +6.0% | +0.0% | +5.0% | +4.5% | ||||
| 2025 | −7.9% | −8.2% | +7.3% | +2.9% | +2.5% | +4.0% | +0.8% | −0.3% | +2.1% | +5.3% | −0.5% | −1.4% | +5.5% |
| 2024 | +2.1% | +2.2% | +1.6% | +5.5% | +0.1% | +5.8% | +2.9% | +1.7% | +1.9% | −4.0% | +2.5% | +0.6% | +24.8% |
| 2023 | −6.2% | −1.4% | +0.4% | +7.2% | +5.6% | +4.3% | +4.6% | +1.1% | +1.8% | −2.0% | +6.5% | +6.8% | +31.6% |
| 2022 | −3.6% | −4.2% | +1.9% | −2.3% | −4.0% | −5.0% | +10.0% | +3.8% | −0.3% | +1.9% | +1.3% | −2.3% | −3.8% |
| 2021 | +4.7% | +4.7% | +2.7% | +6.7% | +1.4% | +0.2% | −1.9% | +3.6% | +24.0% |
Metrics
Tearsheet- 1M return
- +5.0%
- 3M return
- +11.4%
- 6M return
- +12.0%
- 1Y return
- +10.3%
- 2Y CAGR
- +5.4%
- 3Y CAGR
- +16.0%
- 5Y CAGR
- +12.5%
- Since-inception CAGR
- +15.5%
- Total return
- +116.1%
- Average month
- +1.3%
- Median month
- +1.8%
- Average up month
- +3.6%
- Best month
- +13.4%
- Best rolling 12M
- +50.2%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Helios India Rising Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Helios India Rising Portfolio performed?
- Helios India Rising Portfolio (Helios Capital Asset Management India Private Limited) shows CAGR 15.54% and max drawdown -19.49% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Helios India Rising Portfolio CAGR / max drawdown?
- CAGR is 15.54%; max drawdown is -19.49%. We only publish CAGR when there are enough months (≥12 on this track of 64 months). Learn more
- Where do Helios India Rising Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Helios India Rising Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more