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Helios Hybrid Mutual Funds

Helios Hybrid Mutual Funds

About This AMC

phoneNumber

+91 2267319600

website

https://www.heliosmf.in/

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

6

AUM

₹5,894 Cr

AUM growth

₹634 Cr

Fund managers

4

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Top Helios Hybrid Fund Managers

Alok Bahl

Alok Bahl

₹5,894 Cr

AUM

6

Schemes

Utsav Modi

Utsav Modi

₹523 Cr

AUM

2

Schemes

Apurva Sharma

Apurva Sharma

₹983 Cr

AUM

1

Schemes

PS

Pratik Singh

₹5,672 Cr

AUM

5

Schemes

All about Helios Hybrid Mutual Funds

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

All about Helios Hybrid 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

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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
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