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 2024Schemes
2
AUM
₹2,255 Cr
AUM growth
₹62 Cr
Fund managers
4
Sort By
Name | Fund size | Expense Ratio | 1 Y | 3 Y |
---|
₹2,810 Cr
AUM
5
Schemes
₹359 Cr
AUM
2
Schemes
₹983 Cr
AUM
1
Schemes
Pratik Singh
₹2,700 Cr
AUM
4
Schemes
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Mutual Fund Name | Helios Mutual Fund |
Asset Management Company Name | Helios Capital Asset Management (India) Pvt. Ltd. |
AMC Setup Date | August 10, 2023 |
AMC Incorporation Date | May 20, 2021 |
Sponsor Name | Helios 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 |
CIO | Mr. Alok Bahl |
MD And CEO | Mr. Dinshaw Irani |
Compliance Officer | Mr. Abhinav Khemani |
Investor Service Officer | Mr. Vilas Solanki |
Updated As Of | April 2024 |