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AMC's
Helios Mutual Fund AMC logo

Helios Mutual Fund

Helios Mutual Fund
Helios Mid Cap Fund - Regular Growth
Equity | Equity Mid Cap

1Y

18.60%

3Y

8.90%

5Y

3.47%

SI

79.93%

Nav

11.98

Risk

-
Helios Mutual Fund
Helios Financial Services Fund - Regular Plan - Growth
Equity | Equity Sectoral Thematic

1Y

15.39%

3Y

8.49%

5Y

3.31%

SI

17.54%

Nav

11.65

Risk

-
Helios Mutual Fund
Helios Flexi Cap Fund - Regular Plan - Growth
Equity | Equity Flexi Cap

1Y

6.90%

3Y

20.00%

5Y

7.57%

SI

25.26%

Nav

14.46

Risk

-
Helios Mutual Fund
Helios Overnight Fund - Regular Plan - Growth
Debt | Debt Overnight

1Y

6.21%

3Y

5.37%

5Y

2.11%

SI

6.43%

Nav

1,112.34

Risk

-
Helios Mutual Fund
Helios Balanced Advantage Fund - Regular Plan - Growth
Hybrid | Hybrid Balanced Hybrid

1Y

4.04%

3Y

6.49%

5Y

2.55%

SI

10.57%

Nav

11.33

Risk

-
Helios Mutual Fund
Helios Large and Midcap Fund - Regular Growth
Equity | Equity Mid Cap

1Y

3.51%

3Y

1.74%

5Y

0.69%

SI

6.27%

Nav

10.64

Risk

-
About this fund

Helios Mutual Fund is a new player in the Indian mutual fund industry. It is backed by Helios Capital, a firm known for its expertise in portfolio management and equity investments.

The fund house operates under Helios Asset Management (India) Pvt. Ltd., leveraging global investment experience and focusing sharply on India's growth-oriented equity markets.

Helios Capital, sponsored by Samir Arora a well-known fund manager with decades of experience in equity research and investment — has built a strong reputation through long-only and long-short strategies. These strategies have served institutional and high-net-worth investors worldwide.

In 2023, the AMC received approval from SEBI and launched its first mutual fund scheme, marking its entry into the retail investor market while building on its strong institutional background.

Key information
Mutual Fund Name
Helios Mutual Fund
Headquarters
Mumbai, India
Industry
Asset Management, Equity Investments
Trustee Organization
Helios MF Trustee Pvt. Ltd.
Assets Under Management (AUM)
₹1,350.43 crores as of March 31, 2024
AMC Age
1–2 Years
No. of schemes
2 (as of 2024)
AMC Incorporation Date
July 12, 2021
AMC Setup Date
March 2023
MD and CEO
Samir Arora
Website
Frequently asked questions
What is Helios Mutual Fund known for?
Is Helios Mutual Fund SEBI registered?
How can I invest in Helios Mutual Fund online?
Does Helios Mutual Fund offer SIP options?
Who is the founder of Helios Mutual Fund?
Is Helios Mutual Fund good for beginners?
What types of mutual fund schemes does Helios offer?
Are there any charges or exit loads in Helios Mutual Fund schemes?
How to check Helios Mutual Fund NAV and performance?
Is Helios Mutual Fund safe to invest in?
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