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HELIOS INDIA EMERGING STAR FUND

Category III

Overview


Helios India Emerging Star Fund is a long-biased mid- and small-cap equity strategy managed by Helios Capital Asset Management (India) Pvt. Ltd. that seeks long-term capital appreciation by investing in fundamentally strong companies with the potential to become future market leaders or benefit from special situations and business cycles. The fund follows Helios' proprietary Elimination Investing framework, using rigorous bottom-up research to identify high-quality businesses while avoiding companies with weaker fundamentals or governance concerns.

Fund Structure Details

Fund Type

Category III

Category Type

Long Only (100%)

Investment Focus

Mid and Small cap

Fund Currency

INR

AUM (₹in cr.)

-

Sponsor Commitment (₹in cr.)

-

Registration Number

I N / A I F 3 / 1 9 - 2 0 / 0 7 7 3

Fund Inception Date

01-03-2026

First Close Date

-

Last Close Date

-

Last Updated Factsheet

-

Ticket Size (₹in cr.)

₹1

Open And Close Ended Fund

Close-Ended

Tenure

7 years

6 Month Return

0%

1 Year Return

0%

3 Year Return

0%

5 Year Return

0%

Since Inception Return

0%

Extension Period

2 years

Lock-in Period

Close-Ended

Residual Tenure

-

Open For Investments

Yes