Know Your PMS · Monthly tearsheet
Helios India Rising Portfolio
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Aug_202664 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
15.54%
Total return
116.09%
Max drawdown
-19.49%
Sharpe
1.02
Sortino
0.94
Calmar
0.80
Win months
68.75%
Best / worst month
13.4% / -12.1%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -5.82% | -0.90% | -12.12% | 13.44% | 0.85% | 6.00% | 0.02% | 5.04% | – | – | – | – | 4.50% |
2025 | -7.94% | -8.18% | 7.34% | 2.91% | 2.50% | 3.98% | 0.78% | -0.34% | 2.13% | 5.25% | -0.48% | -1.37% | 5.46% |
2024 | 2.08% | 2.21% | 1.63% | 5.51% | 0.11% | 5.75% | 2.85% | 1.68% | 1.86% | -4.04% | 2.47% | 0.60% | 24.81% |
2023 | -6.21% | -1.36% | 0.44% | 7.19% | 5.57% | 4.35% | 4.58% | 1.06% | 1.84% | -1.98% | 6.47% | 6.80% | 31.63% |
2022 | -3.65% | -4.16% | 1.94% | -2.31% | -3.97% | -5.05% | 9.97% | 3.84% | -0.33% | 1.88% | 1.27% | -2.26% | -3.76% |
2021 | – | – | – | – | 4.68% | 4.70% | 2.72% | 6.67% | 1.36% | 0.19% | -1.85% | 3.61% | 24.02% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Aug_2026 | 19.49% | 9 mo |
| Oct_2024 | Feb_2025 | Sep_2025 | 16.38% | 11 mo |
| Jan_2022 | Jun_2022 | May_2023 | 16.15% | 16 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.98% | 1 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 1.85% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
15.35%
Downside deviation
16.62%