LIST OF ALL COMPANIES IN INDIA
Helios Mutual Fund
About Helios Mutual Fund
Helios Mutual Fund is managed by Capital Asset Management (India) Pvt. Ltd., headquartered in Mumbai.
The company got its mutual fund license in August 2023 and currently manages 5 mutual fund schemes, 3 across the equity category, 1 in the hybrid, and 1 in the debt.
The fund house uses an investment philosophy they call 'Elimination Investing.'. This approach eliminates poor performers using 8 fundamental factors and narrows down a list that can't be eliminated further.
They aim to become a company that delivers exceptional performance for each client, is a priority for them, and leads to long-term wealth creation.
As of January 2025, the company managed Rs. 3,386 crore. The top offerings of the Helios are the Helios Flexi Cap Fund, the Helios Balance Advantage Fund, and the Helios Large & Mid Cap Fund.
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Top 5 Mutual Fund schemes for Helios Mutual Fund
| Mutual Fund Schemes | 1 Year (%) | 3 Year (%) | 5 Year (%) | Actions |
|---|
Calculate the future value of your mutual fund investment
Investment Amount
Number of Years
Total Invested : ₹ 6,00,000
Gains : ₹ 56,200,000
Current value : ₹ 1,16,20,000
Steps to invest in Helios Mutual Fund Schemes
Swaraj Finpro allows you to invest in an Helios Mutual Fund online while sitting at home.
Download the Swaraj Finpro app from the Play Store or App Store.
Complete your registration with a mobile number, email ID, and PAN number.
Do the KYC process with documents like PAN, AADHAR, bank details (canceled cheque and passbook), and E-sign (with AADHAR).
Activate your IIN to place online transactions.
Do the ACH Mandate and start investing.
Don't worry if you find the process overwhelming; our relationship managers will assist you at every stage.
Key details about Helios Mutual Fund management company
| Mutual fund name | Helios Mutual Fund |
| Asset management company name | Helios Capital Asset Management (India) Pvt. Ltd. |
| AMC Setup Date | 10-Aug-2023 |
| AMC Incorporation Date | 21-May-2021 |
| Sponsor name | Helios Capital Management Pte. Limited, Singapore |
| Trustee organisation | Helios Trustee Private Limited |
| Chairman | NA |
| MD and CEO | Mr. Dinshaw Irani |
| CIO | Mr. Alok Bahl |
| Compliance Officer | Mr. Abhinav Khemani |
| Investor Service Officer | Mr. Vikas Solanki |
Contact Details
Feel free to contact Helios Mutual Fund regarding any queries at the following address:
Office Address: 515 A, 5th Floor, The Capital, Plot C70, Bandra Kurla Complex, Bandra (E), Mumbai 400051.
Phone:
022-67319600
Email: customercare@helioscapital.in