Helios Mutual Fund

Helios Mutual Fund is one of the newer entrants in India's asset management industry, sponsored by Helios Capital Management Pte. Ltd., a Singapore-based investment firm with a strong India-focused approach. The fund house officially began mutual fund operations in 2023, headquartered in Mumbai.

The AMC is known for its research-driven investment philosophy and active fund management style. The AMC focuses on identifying quality businesses, attractive valuations, and long-term growth opportunities across market cycles. Its investment approach is influenced by the expertise of seasoned market professionals associated with the Helios group.

Here are some of the key advantages you can gain by selecting Helios Mutual Fund for your investments:

1. Elimination Strategy: Unlike most AMCs, Helios focuses on filtering out stocks with poor governance or high debt, creating a portfolio with lower downside risk.
2. Active Alpha: Backed by decades of expertise from leaders, the AMC aims to outperform the market through high-conviction stock picking rather than just tracking an index.
3. GARP Approach: By seeking Growth at a Reasonable Price, they avoid overvalued momentum stocks while ensuring consistent long-term growth.
4. AUM Agility: Their mid-sized asset base enables greater flexibility in taking and unwinding positions compared to large, traditional fund houses.
5. Institutional Pedigree: Retail investors get access to professional-grade research and risk models originally developed for global institutional clients.

Planning to invest in the Helios Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:

1. 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.

2. Complete Your KYC

   : Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.

3. Explore Helios Mutual Fund

   : Browse available Helios Mutual Funds and shortlist those that align with your investment goals.

4. 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 investments.

5. 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.

Investing in the 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 a 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).