logo

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

Jurisdiction

-

Country

-

Category Type

Long-only Equity Funds (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

3 Month Return

0%

6 Month Return

0%

1 Year Return

0%

3 Year Return

0%

5 Year Return

0%

Since Inception Return

0%

Tenure

7 years

Extension Period

2 years

Lock-in Period

Close-Ended

Residual Tenure

-

Fund Status

Active

Geographic Focus

-

Number of Investments

0

Target IRR

-

IRR Benchmark

-

Years Since Inception

-

Top 3 Holdings

-

Maximum Drawdown

0%

Liquidity Frequency

-

Redemption Notice (Days)

0 days