Established on May 21, 2021, Helios Capital Asset Management (India) Private Ltd. (Helios India) is an asset management company headquartered in Mumbai. The SEBI licenses Helios India to offer Portfolio Management Services and Alternative Investment Funds, and it also functions as an investment manager to the Helios Mutual Fund schemes on August 10, 2023. Helios Capital Asset Management (India) Private Limited was appointed the asset manager of Helios Mutual Fund by the Trustee on March 13, 2023. Also, HCMPL holds 92.50% of the paid-up equity share capital of the AMC, and DSI Capital Private Ltd. holds the remaining 7.5%.
Helios Singapore: Parent Company of Helios India
Helios Capital Management Pte. Ltd. (Helios Singapore) is the parent company of Helios India, an India-focused Singapore-based asset management company. Helios Capital Management Pte Limited (HCMPL) sponsors Helios Mutual Fund. HCMPL is a private company limited by shares incorporated under the laws of Singapore on January 13, 2005. Its principal activity is to provide certain management services, including portfolio and risk management services, to the funds managed. In Singapore, the Monetary Authority of Singapore handles the fund management industry.
Key Information About Helios Mutual Fund
How to Invest in the Helios Mutual Fund
Investing in the best Helios Mutual Funds can be a complex process. To make it easier, here is a step-by-step guide:
1. Choose Your Mutual Fund Type
Choose your mutual types, such as equity, debt, hybrid, index, and sector funds, according to your risk tolerance (low, medium, or high) and financial goals.
2. Select a Mutual Fund Scheme
After carefully analysing the historical returns, expense ratio, reviews, and ratings of different schemes, choose your preferred Helios Mutual Fund.
3. Login or Open a Demat Account
Log in to your Stack Wealth account. If you do not have an account, you can register with your mobile number and create a new one immediately.
4. Complete KYC (Know Your Customer) Requirements
The next step involves providing personal information and verifying identity. You must upload a government-issued ID such as PAN, Aadhar and proof of address. Follow the instructions in the app to complete this step smoothly.
5. Select Investment Mode (SIP or lumpsum)
If you prefer regular, disciplined investing, you can set-up a systematic investment plan (SIP), which is periodic (monthly, quarterly, etc.). You can also make a lump-sum investment if you have a large amount to invest. Select the investment period of your choice.
6. Confirm and Track Your Investment
After setting up your investment, sit back and watch your money grow. The Stack Wealth app will provide regular updates and reports on your portfolio’s performance. You can also adjust your investments or withdraw funds as needed.
List of Best Helios Mutual Funds in India
Here is the list of some of the best Helios Mutual Funds in India:
Detailed Overview of Helios Mutual Fund Schemes
Now, let’s discuss these 6 Helios Mutual Fund schemes in detail:
1. Helios Flexicap Fund - Direct Plan-Growth
Helios Flexicap Fund is an open-ended dynamic equity scheme launched on November 3, 2023. The scheme invests in equity across market capitalisation (large, mid, and small-cap stocks) to generate long-term capital appreciation.
- Benchmark Index: NIFTY 500 TRI
- Minimum Investment Amount: The minimum lump sum for the Helios Flexicap Fund is ₹5000; for Min Add Lumpsum, it is ₹1000; for SIP, it is ₹1000.
2. Helios Balanced Advantage Fund - Direct Plan-Growth
Helios Balanced Advantage Fund is an open-ended dynamic asset allocation fund launched on 27th March 2024. The scheme invests in equity & equity-related instruments and active use of debt, money market securities and derivatives to capitalise on the potential upside of equities while trying to limit the downside by dynamically handling the portfolio.
- Benchmark Index: CRISIL Hybrid 50+50 – Moderate Total Return Index (TRI)
- Minimum Investment Amount: The minimum lump sum for the Helios Balanced Advantage Fund is ₹5000; for Min Add Lumpsum, it is ₹1000; for SIP, it is ₹1000.
3. Helios Financial Services Fund - Direct Plan-Growth
Helios Financial Services Fund is an equity scheme launched on June 24, 2024. It invests in equity and the related instruments of companies engaged in financial services to generate long-term capital appreciation from a portfolio.
- Benchmark Index: NIFTY Financial Services Total Return Index (TRI)
- Minimum Investment Amount: The minimum lump sum for the Helios Financial Services Fund is ₹5000; for Min Add Lumpsum, it is ₹1000; for SIP, it is ₹1000.
4. Helios Large & Mid Cap Fund - Direct Plan-Growth
Helios Large & Mid Cap Fund is an open-ended equity scheme investing in large-cap and mid-cap stocks launched on 30th October 2024. The scheme strives to generate long-term capital appreciation by mainly investing in equity and equity-related securities of large and mid-cap companies.
- Benchmark Index: NIFTY Large Midcap 250 Total Return Index (TRI)
- Minimum Investment Amount: The minimum lump sum for the Helios Large & Mid Cap Fund is ₹5000; for Min Add Lumpsum, it is ₹1000; for SIP, it is ₹1000.
5. Helios Overnight Fund - Direct Plan-Growth
Helios Overnight Fund is an open-ended debt scheme investing in overnight securities launched on 25 October 2023. The scheme mainly invests in debt and money market securities with a maturity of 1 business day, including TREPS (Tri-Party Repo) and Reverse Repo, to generate returns commensurate with low risk and provide high liquidity.
- Benchmark Index: CRISIL Liquid Overnight Index
- Minimum Investment Amount: The minimum lump sum for the Helios Overnight Fund is ₹5000; for Min Add Lumpsum, it is ₹1000.
6. Helios Mid Cap Fund - Direct Plan-Growth
Helios Mid Cap Fund is an open-ended equity scheme launched on 13 March 2025. It invests mainly in Midcap companies’ equity and equity-related securities to generate long-term capital appreciation.
- Benchmark Index: NIFTY Midcap 150 Total Return Index (TRI)
- Minimum Investment Amount: The minimum lump sum for the Helios Mid Cap Fund is ₹5000; for Min Add Lumpsum, it is ₹1000; for SIP, it is ₹1000.
Top Fund Managers
Below is the list of people who have made Helios Mutual Fund Investment a standout choice in a highly competitive market.
1. Alok Bahl
Alok Bahl joined the Helios Group in 2005 and is currently the Chief Investment Officer (CIO) at Helios India. He has over 32 years of work experience in the investment field and has been with Helios for 18 years. For the past 18 years, he has been the second senior resource in Helios Singapore’s investment team, where he played a key role in assisting the portfolio manager.
2. Pratik Singh
Pratik Singh is the Fund Manager at Helios India AMC and has over 8 years of work experience. Before joining Helios AMC, he was with Motilal Oswal’s institutional equity research team, tracking the capital goods and consumer durables sectors. He has also been part of institutional research teams for the last 5 years and worked in an auto ancillary company.
3. Utsav Modi
Utsav is a Fixed-Income Fund Manager at Helios AMC. He has over 11 years of industry experience. Previously, he was with Groww MF, holding the position of Dealer of Fixed Income. He has also worked at Phronesis Capital Ltd, A. K. Capital, LKP Securities Ltd., Almondz Global Securities Co. Ltd., and Karvy Stock Broking Ltd.
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