Helios Mutual Fund
Last Updated on 31 Mar 2026
AUM
₹ 9,400.54 Cr
Funds on Anand Rathi
16
AMC Age
5 Yrs
Sorted by 5Y Returns descending
List of Top Helios Mutual Fund Schemes
16 records
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of Helios Mutual Fund
Over 10 years of experience. Helios Capital Asset Management (India) Private Limited - February 2024 to present - Fund Manager - Equities. December 2021 to January 2024 - Equity Research Analyst. Prior to joining Helios Capital Asset Management (India) Private Limited, Pratik was associated with Motilal Oswal institutional equity research team, tracking the capital goods and consumer durables sector. He has been a part of institutional research team on the sell side for the last 5 years and has worked in an auto ancillary for 3 years prior to his MBA. MBA in Finance from Welingkar Institute, Mumbai BE (Mechanical) from University of Pune.
Helios Capital Asset Management (India) Private Limited (May 2026 to present) - Manager (Fixed Income). Acko Life Insurance Limited (January 2025 toMay 2026 ) - Investment Analyst SBI DHFL Limited (October 2023 to January 2025) - Deputy Manager - Institutional Sales. Lalit Mohan Bhatt & Associates (June 2022 to October 2023) - Financial Assistant. Kotak Mahindra Bank Limited (September 2018 to March 2019) - Associate - Priority Sector Lending c CFA Level III Cleared (August 2023), Master of Commerce (Accountancy), Bachelor of Management Studies (Finance)
Over 32 years of experience: Mr. Alok has been associated with Helios Group since 2005. Prior to joining Helios Capital Asset Management (India) Private Limited in April 2023 as CIO, he was a senior member of the investments team at Helios Capital Management Pte. Ltd., Sin-gapore for 18 years. Prior to joining Helios Group, Alok worked in India with various sell side firms in sales for over 14 years. Undergraduate degree in Commerce from Punjab University, Chandigarh, Post Graduate Diploma in Financial Management from K.C. College of Management Post Graduate Certificate in Business Management from XLRI Jamshedpur.
Key Information of Helios Mutual Fund
Helios Mutual Fund
AMCFunds Managed
8
Assets Managed
₹ 9,400.54 Cr
Contact Details
Registered Address
515 A, 5th Floor, The Capital,PlotC70Bandra Kurla Complex,Bandra (E), Mumbai 400051
Managing Director
Dinshaw Irani
Chief Executive Officer
Dinshaw Irani
Compliance Officer
Abhinav Khemani
How to Invest in Helios Mutual Fund with Anand Rathi?
Planning to invest in Helios Mutual Fund online?
Anand Rathi provides a secure and seamless platform to get started easily.
Follow these 5 simple steps:
- Register or Log In: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.
- Complete Your KYC: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.
- Explore Helios Mutual Fund: Browse available Helios Mutual Fund and shortlist those that align with your investment goals.
- Choose Your Investment Mode: Invest your way- opt for SIP to build discipline or go for a lump sum if you prefer a one-time investment.
- Monitor & Watch Your Investments Anytime: Invested in Helios Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in Helios Mutual Fund
Investing in Helios Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
SEBI Regulations & Compliance on Helios Mutual Fund
As per the Securities and Exchange Board of India, here are the rules that apply for
AMCs (Asset Management Companies) providing mutual fund schemes.
- SEBI Regulation: AMCs operate under SEBI (Mutual Funds) Regulations, 1996.
- Mandatory Structure: Sponsor-Trustee-AMC structure is compulsory for all MF houses.
- SEBI Registration: AMC must be registered with SEBI to provide its scheme to investors.
- Minimum Net Worth: AMC must maintain Rs 50 crore net worth at all times.
- Scheme Disclosure: Scheme Information Document (SID) & Key Information Memorandum (KIM) filing with SEBI is mandatory before launch.
- Asset Allocation: Mutual fund schemes must strictly follow the stated investment mandate.
- Exposure Limits: A certain cap on stock, sector, and group exposure applies.
- Risk Management: AMCs must have a strong risk and liquidity controls.
- Expense Ratio: Total Expense Ratio (TER) is capped and transparently disclosed.
- NAV Disclosure: Net Asset Value (NAV) must be declared daily.
- Compliance Officer: Mandatory appointment for regulatory oversight.
- Investor Protection: Grievances handled via SEBI?s SCORES (SEBI Complaints Redress System) platform.
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or website, or else, open a demat account with the stock broker online. Then complete your KYC, select the Helios Mutual Fund fund, choose the SIP amount and frequency, and confirm the mandate. Your SIP will start from the date chosen.
To stop your SIP anytime on the AR Invest app, go to your active SIPs, select the SIP you want to discontinue, and confirm. The SIP will stop from the next installment itself.
To increase your SIP amount in Helios Mutual Fund;
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
You can invest in mutual fund app via lumpsum by;
Log in to the AR Invest app or open a demat account
Select your preferred Helios Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Log in to the AR Invest app or open a demat account
Select your preferred Helios Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Redemptions are easy on the AR Invest mutual fund app. Simply, select the units to redeem, enter the amount or number of units, and confirm. Proceeds are then credited to your registered bank account.
Track your portfolio in real-time via AR Invest mutual fund app. Check NAVs, SIP performance, and generate statements anytime on the app or website.
Your investment statements are available on AR Invest mutual fund app. Here's how you can access the statement/reports.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
All mutual funds are regulated by SEBI. While professionally managed, they carry market risks. Review the scheme's risk profile before investing.
No, it is not necessary to open a demat account to invest in Helios Mutual Fund. Usually, MF units are held digitally in your AMC folio via the "Statement of Account" (SoA) form. Opening a DEMAT account is optional if you prefer.
Top funds are based on performance and fund objectives. Check the AR Invest app for the current list of top-performing Helios Mutual Fund funds.
By investing in Helios Mutual Fund funds, investors get access to professional management, diversification, ease of online transactions via AR Invest, liquidity, and transparent reporting.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about Helios Mutual Fund funds.
Unlike anymarket instrument, even Helios Mutual Fund funds include risks like market volatility, interest rate changes (for debt funds), and liquidity risks. Review the fund's scheme information document before investing in any stock broker online app.
The AMC has been operating for 5 years, reflecting its experience and track record in the mutual fund industry.
Helios Mutual Fund manages assets worth ₹9,400.54 crore under its mutual fund business, indicating its scale and investor trust.
Dinshaw Irani is the current Chief Executive Officer of Helios Mutual Fund.
Abhinav Khemani is the current Compliance Officer of Helios Mutual Fund.
Helios Mutual Fund currently manages 8 Mutual fund schemes.
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