© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −2.6% | −5.6% | +3.0% |
| 3 Months | +1.6% | −3.6% | +5.2% |
| 6 Months | +33.4% | +8.1% | +25.4% |
| 1 Year | 0.0% | −2.3% | +2.3% |
|---|
| 2 Years | 0.0% | −3.9% | +3.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +27.8% | +11.7% | +16.1% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 7-month window · Source: Computed from NAV history
Maximum drawdown: 2.6%
Helios Capital Asset Management’s story and investment philosophy are on the Helios Capital Asset Management firm page.
Samir Arora
Fund managerFounder, Group CIO and Fund Manager (Helios Strategic Fund)
Founder and Group CIO of Helios Capital with nearly three decades of investing experience. Former CIO of Alliance Capital’s Indian mutual fund business and Head of Asian Emerging Markets at Alliance Capital, Singapore. Engineering graduate from IIT Delhi, MBA (Gold Medalist) from IIM Calcutta, and Master’s in Finance from The Wharton School.
Dharmendra Grover
Fund managerFund Manager
Fund Manager responsible for Portfolio Management Services (PMS) and Alternative Investment Funds (AIF).
Pratik Singh
Fund managerFund Manager – Equities
Fund Manager overseeing equity mutual fund portfolios.
Utsav Modi
Fund managerFund Manager – Fixed Income (Mutual Funds)
Manages fixed income mutual fund strategies and debt portfolios.
Dimpee Bali
Fund managerFund Manager
Devesh Kumar Bhatt
Fund managerFund Manager
Dave H. Williams
Co-founder
Co-founder of Helios Capital and former Chairman and CEO of Alliance Capital Management, New York (1977–1999). Pioneer in the Indian asset management industry.
Karan Trehan
Co-founder
Co-founder of Helios Capital and former President & CEO of Alliance Capital International (1990–2000). Instrumental in establishing one of India’s first private sector AMCs.
Dinshaw Irani
MD & CEO
Managing Director and CEO overseeing Helios India’s overall operations and strategic direction.
Alok Bahl
Chief Investment Officer
Chief Investment Officer responsible for managing and overseeing mutual fund investment strategies.
Abhay Modi
Head of Research
Leads research initiatives and equity analysis across Helios investment strategies.
Darshit Shah
Research
Part of the research team contributing to equity analysis and investment insights.
Rohan Nagpal
Research Analyst
Research Analyst supporting investment decisions through sector and company analysis.
Murtuza Arsiwala
Trading/Dealing
Handles trading and dealing operations across Helios investment platforms.
Jayesh Shah
Trading/Dealing
Responsible for execution and dealing functions within investment operations.
Venil Shah
Research Analyst
Research Analyst contributing to stock evaluation and portfolio support.
Samay Sabnis
Research Analyst
Research Analyst focused on equity research and analytical support.
Deepak Rasgotra
Partner (BD)
Kay Wai Yeong
Trading/Dealing
Ting Zhang Ho
Research
Akshay Thakur
Research Analyst
Harsh Shah
Research Analyst
Nawal Gupta
COO
Sachin Honap
Head of Operations
Lilian Tay
Administration
Kiran Deshpande
COO and CFO
Deviprasad Nair
Chief Business Officer
Abhinav Khemani
Head – Compliance
Tejasvi Gupta
Head – Mutual Fund
Srinibas Parida
Head – PMS & AIF
Shailesh Yadav
Head – IT
Naina D'Souza
Head – Administration
Sweta Mishra
Head – Human Resources
Registration No
INP000006916
Fund Manager
Mr.Dinshaw Irani
Principal Officer
Mr.Dinshaw Irani
Inflow
₹7.19 Cr
Outflow
₹0.00 Cr
Net
₹7.19 Cr
Not reported — complaint data for this strategy isn't available yet.
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