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.
Calculate Returns on Helios Mutual Fund
You would have got
Total Investment
₹ 1200
Expected Returns
₹ 77
Total Value
₹ 1277
Past performance doesn’t assure future results; actual outcome may vary due to market dynamics.
Your Investment Amount
- 1
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per annum
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
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Helios Mutual Fund FAQs
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