Helios Mutual fund

Scheme	AUM (in Cr.)	Fund Age	1W	1M	3M	6M	1Y	3Y	5Y
Helios Flexi Cap Fund Direct Growth Compare	8,783.67	2 Yrs	4.61%	3.05%	-1.55%	5.66%	0.25%	-	-
Helios Mid Cap Fund Direct Growth Compare	2,348.22	1 Yrs	3.50%	0.15%	-2.72%	7.69%	3.74%	-	-
Helios Small Cap Fund Direct Growth Compare	1,885.23	0 Yrs	1.92%	-1.68%	-1.33%	13.10%	-	-	-
Helios Large & Mid Cap Fund Direct Growth Compare	1,462.61	2 Yrs	5.06%	2.52%	-2.31%	4.01%	0.97%	-	-
Helios Financial Services Fund Direct Growth Compare	196.11	2 Yrs	4.78%	1.15%	-5.08%	0.09%	-6.02%	-	-

About Helios Mutual fund

Helios Mutual Fund is managed by Helios Capital Asset Management (India) Pvt. Ltd., an asset management company based in Mumbai. It is licensed by the Securities & Exchange Board of India (SEBI) and offers portfolio management services and alternative investment funds. It also acts as an investment manager for the schemes of Helios Mutual Fund. Its parent company is Helios Capital Management Pte. Ltd. (“Helios Singapore”), a Singapore-based asset management firm focused on India.

Since its inception in 2005, Helios has invested heavily in its teams, systems, and processes. In early 2020, Helios expanded its onshore fund management business in India under PMS/AIF regulations. The research team, based in India, supports this expansion. A significant milestone was achieved in August 2023 when Helios received SEBI approval for a Mutual Fund license.

Helios Mutual Fund prides itself on its extensive experience in the Indian market, especially in short-side investing. This expertise helps Helios discern good stocks from bad, providing an edge in investment decisions.

Helios AMC has established a reputation for its systematic and well-planned investment strategies. As of March 31, 2024, Helios Mutual Fund manages assets worth ₹1,350.49 crore. The company's continued focus on expanding its footprint in India aims to foster growth and resilience in its business operations.

Investing in Helios Mutual Fund offers several advantages, making it a compelling choice for investors. Here are the key benefits:

Experienced Management: Helios Mutual Fund is managed by a team with extensive experience in the Indian market. Founded by Samir Arora in 2005, Helios Capital has built a strong reputation for its systematic and well-planned investment strategies. This deep market insight and expertise contribute to better fund management and decision-making.
Diverse Investment Options: Helios Mutual Fund offers a variety of schemes, including equity, debt, and hybrid funds. This allows investors to choose funds that match their risk appetite and investment goals. For example, the Helios Balanced Advantage Fund dynamically manages investments between equity and debt, aiming to capitalize on equity market gains while limiting downside risk.
Strong Performance: The funds under Helios Mutual Fund have shown competitive performance. For instance, the Helios Flexi Cap Fund, which opened for subscription in October 2023, has attracted attention for its potential to generate long-term capital appreciation by investing across market capitalizations.
Risk Management: Helios Mutual Fund's experience in short-side investing provides an edge in identifying and mitigating risks. With over 18 years of track record in shorting stocks, Helios has honed its ability to discern high-quality investments from underperforming ones, enhancing overall portfolio resilience.
In-depth Research:Helios has a robust research team based in India, providing in-depth market analysis and insights. This local presence ensures timely and informed investment decisions, aligning with market dynamics and investor interests.

Helios Mutual Funds are managed by Helios Capital Asset Management (India) Pvt. Ltd., a company with a strong reputation and extensive experience in the Indian market. Founded by Samir Arora, the firm has a track record of systematic and well-planned investment strategies. This experience, combined with a dedicated research team based in India, provides a robust foundation for informed investment decisions.

Helios Mutual Fund offers diverse investment options, including equity funds, debt funds, and hybrid funds. This allows investors to tailor their portfolios according to their risk tolerance and investment goals. The fund's performance has been competitive, with various schemes showing promising returns.

However, like any other investment, Helios Mutual Fund does come with its market fluctuations. The inherent flaws associated with them include market risk, interest rate risk, and credit risk. The value of investments can fluctuate based on market conditions, and there is no guarantee of returns. Investors need to assess their risk tolerance and consult with financial advisors before investing.

In summary, while Helios Mutual Fund offers several advantages that contribute to its safety, such as experienced management and diverse investment options, investors should be aware of market dynamics and ensure that their investment choices align with their financial goals and risk appetite.

With the advent of digital platforms and innovative brokerage solutions, investing in Helios Mutual Fund schemes has become more accessible. Platforms like Dhan make it easy for investors to manage their portfolios and make informed decisions, ensuring a hassle-free experience through seamless technology integration.

Here’s a detailed guide to help you invest in Helios Mutual Fund:

Step 1: Download and install the Dhan trading app from your smartphone's App Store or Google Play Store.
Step 2: Open the app, register with your contact number, and tap 'I'm Ready to Trade.' Enter the OTP you receive to proceed. Provide your email ID and set up an MPIN for enhanced security.
Step 3: Complete the onboarding process by entering your birth date, Aadhar number, KYC, and PAN details.
Step 4:Once your demat account is opened, navigate to the 'Mutual Funds' section.
Step 5: Explore various Helios Mutual Fund schemes. Select your preferred scheme to get detailed insights and performance metrics.
Step 6: Decide between a Systematic Investment Plan (SIP) or a lump sum investment based on your financial goals, risk tolerance, and market conditions. Customize the SIP frequency or input the lump sum amount according to your preferences.
Step 7: Confirm your investment in the chosen Helios Mutual Fund scheme. You will receive a verification via text message and OTP.
Step 8: After completing the transaction, monitor your fund's performance against benchmarks.

Helios Mutual Fund offers a wide range of investment options tailored to meet diverse financial goals and preferences. Whether you're seeking long-term wealth accumulation or short-term gains, Helios provides flexible SIP and lump sum options to cater to your unique needs. The user-friendly interface and robust support from platforms like Dhan ensure that even new investors can navigate the investment process with ease.

To estimate future returns on your investments, you can use the Dhan’s Helios Sip calculator.

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