Helios Mutual Fund
AMFI Registered Mutual Fund
Official Total AUM
₹11.1k Cr
AMFI Disclosed
Schemes Managed
8
Active Portfolios
Inception Date
2021-05-20
Founding Year
Key Managers
2
Tracked Professionals
📍 Office: 502 B, 5th Floor, The Capital, Plot C70,Bandra Kurla Complex,Bandra East, Mumbai 400051
📞 Phone: +91 22 67319600
🌐 Website: www.heliosmf.in/
Key People & Fund Managers (2)
Pratik Singh
🎓 Mr. Singh has done B.E and MBA in Finance
Prior to joining Helios Mutual Fund, he has worked with Motilal Oswal Institutional Equities, Haitong Securities India, Nirmal Bang Institutional Equities and Minda Valeo Security Systems Pvt Ltd.
Alok Bahl
🎓 Mr. Bahl has done B.Com, PG Diploma in Financial Management and PG Certificate in Business Management from XLRI Jamshedpur
He has over 32 years of work experience in the areas of investment. He has been a part of Helios Group since its inception in 2005. Prior to joining Helios Group, he has worked in India with various sell side firms in sales for over 14 years.
All Mutual Fund Schemes (8)
| Scheme Name | Category | AUM | NAV | 1Y Ret | 3Y Ret | 5Y Ret | |
|---|---|---|---|---|---|---|---|
| Helios Flexi Cap Fund | Equity Schemes - Flexi Cap Fund | ₹6.9k Cr | ₹15.56 | +3.18% | — | — | |
| Helios Mid Cap Fund | Equity Schemes - Mid Cap Fund | ₹1.5k Cr | ₹14.06 | +11.23% | — | — | |
| Helios Small Cap Fund | Equity Schemes - Small Cap Fund | ₹994.2 Cr | ₹11.59 | — | — | — | |
| Helios Large & Mid Cap Fund | Equity Schemes - Large & Mid Cap Fund | ₹898.3 Cr | ₹11.35 | +3.84% | — | — | |
| Helios Balanced Advantage Fund | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | ₹301.8 Cr | ₹11.52 | +1.32% | — | — | |
| Helios Overnight Fund | Income/Debt Oriented Schemes - Overnight Fund | ₹235.8 Cr | ₹1180.89 | +5.07% | — | — | |
| Helios Financial Services Fund | Equity Schemes - Sectoral Fund | ₹191.2 Cr | ₹11.60 | +0.43% | — | — | |
| Helios Arbitrage Fund | Hybrid Schemes - Arbitrage Fund | ₹95 Cr | ₹10.27 | — | — | — |
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.
Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor).