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Helios Mutual Fund

Helios Mutual Fund was incorporated in 2021-05-21. As of 07-12-23 08:00:964 IST, Helios Mutual Fund is managing assets worth Rs.  666.82. Helios Mutual Fund offers 2 mutual fund schemes to potential investors. Additionally, it holds 6 funds.

AUM :

₹ 666.82 Cr

Schemes

2

Year of Inception

2021

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About Helios Mutual Fund

Helios Capital Asset Management (India) Pvt. Ltd. is headquartered in Mumbai. With approval to launch their mutual fund business from the Securities and Exchange Board of India (SEBI), Helios Mutual Fund became the 46th entity to enter the industry. 

The Helios Flexicap Fund is an open-ended dynamic equity which invests across small, mid, and large cap stocks. Meanwhile, the Helios Overnight Fund is an open-ended debt scheme that invests in overnight securities.

Both the schemes offered by the AMC are managed by a combined team of three fund managers.

Created 18 Oct. 2023
Incorporated 21 May. 2021
Mdceo Dinshaw Irani
Trustee Helios Trustee Private Limited
Cio Alok Bahl

Fund Managers of Helios Mutual Fund

Helios Mutual Fund has a team of experienced fund managers who oversee the fund’s performance and manage the risk skilfully: 

Alok Bahl

At Helios Capital Asset Management (India) Pvt. Ltd, Alok Bahl holds the position of Chief Investment Officer. His experience in the investment field spans more than 32 years. He has been working with Helios Group since 2005. 

 

Bahl joined Helios' Singapore office as one of the early employees. Before starting at Helios, he spent more than 14 years working with different broking companies in India.

Utsav Modi

Before joining Helios AMC, Utsav Modi worked with Groww Mutual Fund as a Dealer in Fixed Income. He has over 11 years of work experience in the investment industry. He has previously worked at Almondz Global Securities Co. Ltd., Phronesis Capital Ltd., LKP Securities Ltd., Karvy Stock Broking Ltd., and A. K. Capital.

Apurva Sharma

Apurva Sharma is a CFA Charter Holder and has been working in the financial services industry for over 15 years. Before joining Helios, he worked as a Research Analyst for nearly 5 years with PGIM India AMC. He has also worked with ICICI Group, Edelweiss, Anand Rathi, and Centrum Group.

Email NA
Phone +91 22 67319600
Address 502 B, 5th Floor, The Capital, Plot C70, Bandra Kurla Complex, Bandra East,

Frequently Asked Questions About Mutual Funds

Are equity mutual funds a good investment option?

Yes, equity funds are a great option for you if you want to diversify and invest in the market for higher returns. Do note that you will need to take on some amount of risk to invest in equity mutual funds as these instruments are volatile. Earning returns is not guaranteed at any stage.

What is the minimum monthly contribution I can make toward my equity funds?

What is the difference between equity funds and debt funds?

How is ELSS different from other types of equity funds?

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