Helios Mutual Fund
AUM
₹ 1,350.49 Cr
AMC Age
4 years
No. Of Schemes
7
Helios Mutual Fund, managed by Helios Asset Management Company, is one of the newest entries in India’s mutual fund space. Backed by the global experience of Helios Capital (Singapore), the fund house aims to combine international expertise with local market opportunities to deliver consistent wealth creation for investors.
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About Helios Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Helios Mutual Fund was launched in August 2023 as part of Helios Capital’s expansion into the retail investment space in India. The AMC is sponsored by Helios Capital Management Pte. Ltd., Singapore, an established investment management firm with a strong track record in Asian markets. Though relatively new compared to legacy AMCs, Helios Mutual Fund seeks to differentiate itself through active stock selection, sectoral insights, and nimble portfolio management.
Key Features
- Helios Mutual Fund launched in August 2023, sponsored by Helios Capital Management Pte. Ltd., Singapore.
- Parent Group has managed institutional and high-net-worth portfolios across Asia since 2005.
- Currently manages 6 schemes across equity, hybrid, and debt categories.
- Led by professionals such as Alok Bahl, Pratik Singh, and Apurva Sharma with deep market expertise.
Documents Required
To invest in Helios Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Helios Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Helios Mutual Fund Managers
Mr. Dharmendra Grover
Mr. Pratik Singh
Mr. Utsav Modi
Mr. Samir Arora
How To Invest In Helios Mutual Fund With Choice?
Helios Mutual Fund FAQs
Choosing the best Helios Mutual Fund depends on your financial objectives and risk appetite. Equity funds are suitable for long-term growth, debt funds provide capital stability, and hybrid funds offer a balanced approach. The Choice FinX platform provides advanced research tools and detailed fundamental and technical analysis to help you make informed investment decisions.
Helios Mutual Funds are taxable based on the type of investment and the holding period. Equity fund gains are taxed at 20% for short-term and 12.5% for long-term gains if gains exceed 1.25 lakh annually. Debt fund gains are taxed as per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest through Choice FinX, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC process is mandatory. Non-individual investors may require additional documents, which can be uploaded digitally on the Choice FinX platform.
For Helios Mutual Funds, the minimum lump sum investment is typically 5,000, though this may vary by scheme. The minimum investment for a Systematic Investment Plan (SIP) is generally 1,000.
Returns are calculated based on the Net Asset Value (NAV) using the formula: Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100. For SIP investments, returns are calculated using the XIRR (Extended Internal Rate of Return) method. Choice provides real-time NAV tracking and return calculators to help investors estimate potential earnings.
Yes, you can switch between Helios Mutual Funds through Choice FinX. The platform enables seamless fund switching, but you should consider exit loads and tax implications based on your investment duration.
Charges include the expense ratio, exit load for early redemption, and transaction fees on investments above a specified threshold. Direct plans available on Choice FinX generally have lower costs compared to regular plans.
No, a Demat account is not required to invest in Helios Mutual Funds through Choice FinX. You can invest directly through the platform, or opt for a Demat account if you prefer holding mutual fund units in electronic form.
You can access your Helios Mutual Fund statement on the Choice FinX platform under the Portfolio section. Statements are also available through the Helios Mutual Fund website, via email requests, or through CAMS or KFintech portals.
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