Helios Mutual fund
Helios Mutual Fund is a relatively newer entrant in India’s asset management space and is associated with a global investment background. The AMC’s positioning tends to lean towards research-driven equity investing, appealing to investors who want differentiated portfolio thinking rather than “me-too” exposure.
When evaluating Helios Mutual Fund schemes, it’s useful to align expectations: new fund houses often build range gradually, and scheme selection should be goal-first. Similarly, Helios Mutual Fund returns will vary with market cycles and scheme mandates—so focus on suitability and time horizon rather than short-term movements.
List of Helios Mutual funds
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Helios Flexi Cap Fund - Direct Growth
|
5,511 | - | - | |
Helios Overnight Fund - Direct Growth
|
269 | - | - | |
| Helios Balanced Advantage Fund - Direct Growth
|
326 | - | - | |
Helios Financial Services Fund - Direct Growth
|
215 | - | - | |
Helios Large & Mid Cap Fund - Direct Growth
|
624 | - | - | |
Helios Mid Cap Fund - Direct Growth
|
615 | - | - | |
Helios Small Cap Fund - Direct Growth
|
482 | - | - |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
Helios Flexi Cap Fund - Direct Growth
|
- Fund Size (Cr.) - 5,511 |
||
Helios Overnight Fund - Direct Growth
|
- Fund Size (Cr.) - 269 |
||
| Helios Balanced Advantage Fund - Direct Growth
|
- Fund Size (Cr.) - 326 |
||
Helios Financial Services Fund - Direct Growth
|
- Fund Size (Cr.) - 215 |
||
Helios Large & Mid Cap Fund - Direct Growth
|
- Fund Size (Cr.) - 624 |
||
Helios Mid Cap Fund - Direct Growth
|
- Fund Size (Cr.) - 615 |
||
Helios Small Cap Fund - Direct Growth
|
- Fund Size (Cr.) - 482 |
Helios Mutual fund Key Information
Closed NFO
-
-
10 Oct 2024
Launch Date
24 Oct 2024
Closed Date
Other Calculators
Frequently Asked Questions
Yes, you can invest in direct plans of Helios mutual fund schemes via 5paisa wherever they are available, making it easier to start investing without offline steps.
To know how to invest in Helios mutual fund options, log in to 5paisa, complete KYC, search Helios mutual fund schemes and choose SIP or lump sum to proceed.
The best Helios mutual fund is the one that suits your risk comfort and investment horizon, so evaluate scheme objective and category role instead of focusing only on Helios mutual fund returns.
You can view Helios mutual fund returns on the scheme pages within 5paisa along with the scheme objective and risk level to help you shortlist appropriately.
Direct plans typically avoid distributor commissions, but Helios mutual fund schemes still have their own scheme-level expenses and exit load rules that should be checked before investing.
Yes, SIP instructions can generally be paused, edited or cancelled through the 5paisa dashboard, subject to the scheme timeline and transaction cut-offs.
Yes, you can increase the SIP amount later either by modifying the SIP instruction where supported or by adding another SIP in a Helios mutual fund scheme that fits your updated plan.