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Helios Mutual Funds

Helios Mutual Funds

About This AMC

Helios Mutual Fund was established on May 21, 2021 as a Trust sponsored by Helios Capital Management Pte. Limited, Singapore. It was in August 2023 when Helios Capital Asset Management (India) Pvt. Ltd., got a green signal from SEBI to commence its mutual fund business and operations as Helios Mutual Fund.

Currently, Mr. Dinshaw Irani is the Managing Director & CEO of Helios Mutual Fund. Mr. Alok Bahl is the CIO (Chief Investment Officer) of Helios Mutual Fund.

Helios Mutual Fund offers 2 schemes in equity and debt categories respectively and has an AUM of ₹1,078 crore.

As of April 2024

Schemes

2

AUM

₹1,360 Cr

AUM growth

₹150 Cr

Fund managers

4

Explore Helios Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
Helios Flexi Cap Fund Direct Growth
Helios Flexi Cap Fund Direct Growth

Flexi Cap Very High Risk

₹1,375 Cr0.57%%%
Helios Overnight Fund Direct Growth
₹103 Cr0.1%%%
View all Helios Mutual Funds

Top Helios Fund Managers

₹1,526 Cr

AUM

3

Schemes

₹270 Cr

AUM

2

Schemes

₹983 Cr

AUM

1

Schemes

PS

Pratik Singh

₹1,422 Cr

AUM

2

Schemes

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All about Helios Mutual Funds

Key Information

Mutual Fund NameHelios Mutual Fund
Asset Management Company NameHelios Capital Asset Management (India) Pvt. Ltd.
AMC Setup DateAugust 10, 2023
AMC Incorporation DateMay 20, 2021
Sponsor NameHelios Capital Management Pte. Limited, Singapore
Name Of Trustees

Dr. J N Mukhopadhyaya - Trustee

Dr. K P Krishnan - Trustee

Mr. Naval Gupta - Trustee

Mr. Sanjeev Aga - Trustee

CIOMr. Alok Bahl
MD And CEOMr. Dinshaw Irani
Compliance OfficerMr. Abhinav Khemani
Investor Service OfficerMr. Vilas Solanki
Updated As OfApril 2024