Helios Mutual Fund
Website: www.heliosmf.in ↗
8 schemes in their Regular plan across 8 categories.
- Schemes
- 8
- Fund managers
- 3
- Average manager tenure
- 1 year 9 months
- Launched in the last 12 months
- 2
Source: fund houses’ disclosures, as of 28 Oct 2026.
Fund managers, A to Z
- Alok Bahl 8 schemes
- Devesh Kumar Bhatt 2 schemes
- Pratik Singh 7 schemes
Source: fund houses’ disclosures, as of 28 Oct 2026.
Every scheme, Regular plan – Growth
Order
Sorted A to Z (default)
| Scheme | Category | Assets, ₹ cr (30 Sep 2026) | SIP from, ₹ | Launched | Riskometer |
|---|---|---|---|---|---|
| Equity 5 schemes | |||||
| Helios Financial Services Fund | Sectoral/Thematic Fund | 196 | 1,000 | 2024 | Very High |
| Helios Flexi Cap Fund | Flexi Cap Fund | 8,784 | 1,000 | 2023 | Very High |
| Helios Large & Mid Cap Fund | Large & Mid Cap Fund | 1,463 | 1,000 | 2024 | Very High |
| Helios Mid Cap Fund | Mid Cap Fund | 2,348 | 1,000 | 2025 | Very High |
| Helios Small Cap Fund | Small Cap Fund | 1,885 | Not reported | 2025 | Very High |
| Debt 1 scheme | |||||
| Helios Overnight Fund | Overnight Fund | 297 | Not reported | 2023 | Low |
| Hybrid 2 schemes | |||||
| Helios Arbitrage Fund | Arbitrage Fund | 133 | Not reported | 2026 | Low |
| Helios Balanced Advantage Fund | Dynamic Asset Allocation Fund | 265 | 1,000 | 2024 | Very High |
A to Z within each group. Regular plan – Growth for every scheme. Source: Helios Mutual Fund’s disclosures; assets at month-end 30 Sep 2026; SIP minimums as of 28 Oct 2026.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.