Helios Capital Asset Management (India) Pvt. Ltd. is a SEBI-licensed firm offering Portfolio Management Services. It operates under the parent company, Helios Capital Management Pvt Ltd, based in Singapore, which holds a Capital Markets Services License from the Monetary Authority of Singapore. Established in 2021, Helios Capital Asset Management (India) manages both domestic and global funds. Founded by Dave Williams, Karen Trehan, and Samir Arora, the company’s flagship offerings include the Helios India Rising PMS and Helios India Rising Fund.
Fund Name
Rating
1Y Return
3Y Return
Fund Size (in Cr)
Helios Flexi Cap Fund Direct Growth
NA
25.92%
-
₹2590.25 Cr
Helios Large & Mid Cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl
NA
-
-
₹213.95 Cr
Helios Large & Mid Cap Fund Direct Payout Inc Dist cum Cap Wdrl
NA
-
-
₹213.95 Cr
Helios Balanced Advantage Fund Direct Growth
NA
-
-
₹263.92 Cr
Helios Financial Services Fund Direct Growth
NA
-
-
₹135.41 Cr
Helios Overnight Fund Direct Growth
NA
6.64%
-
₹131.49 Cr
Helios Large & Mid Cap Fund Direct Growth
NA
-
-
₹213.95 Cr
Mutual fund name
Helios Mutual Fund
Asset Management Company Name
Helios Capital Asset Management (India) Private Limited
AMC Setup Date
10-Aug-2023
AMC Incorporation Date
21-May-2021
Sponsor Name
Helios Capital Management Pte. Limited, Singapore
Trustee Organisation
Helios Trustee Private Limited
CIO
Mr. Alok Bahl
MD & CEO
Mr. Dinshaw Irani
Compliance Officer
Mr. Abhinav Khemani
To invest in helios mutual funds Mutual Funds through the Lemonn App, you can follow these general steps:
Step 1 : Download the Lemonn App
If you haven't already, download the Lemonn App from the Google Play Store or Apple App Store.
Step 2 : Sign up / Log in
Sign up by providing your phone number and completing the basic registration process.
If you already have an account, simply log in.
Step 3 : Complete KYC
Before investing, ensure your KYC (Know Your Customer) verification is complete. Most mutual fund apps will guide you through this. You’ll need PAN, Aadhaar, and other necessary details.
Step 4 : Search for helios mutual funds Mutual Funds
Once your KYC is done, search for the helios mutual funds Mutual Fund schemes you're interested in by using the search bar.
Step 5 : Choose a Scheme
You will see a list of various funds under helios mutual funds. Explore the options, check their performance, risk profile, and investment objectives.
Choose a scheme that aligns with your investment goals (e.g., equity, debt, hybrid funds).
Step 6 : Decide on the Investment Amount
You can either make a lump sum investment or set up a SIP (Systematic Investment Plan) to invest a fixed amount periodically.
Step 7 : Confirm the Investment
Enter the amount you wish to invest.
Review the details and confirm the payment method (Net Banking, UPI, etc.).
After making the payment, you will receive a confirmation of your investment.
Step 8 : Track Your Investment
You can track the performance of your helios mutual funds Mutual Funds on the Lemonn App dashboard. It will show NAV, returns, and other key details.
If you need any assistance, the Lemonn App usually has customer support or chat options to help. Keep an eye on expenses like entry/exit loads and expense ratios to optimize returns!
Samir Arora (Founder & CEO, Fund Manager)
Samir Arora is a highly experienced fund manager and the founder of Helios and Fund Manager of Helios Singapore. He has over 17 years of experience managing FII funds with a focus on India-centric long and long-short strategies at Helios. Prior to this, Samir was the Head of Asian Emerging Markets at Alliance Capital Management. He began his career as an International Analyst at Alliance Capital, covering sectors in Japan, Australia, and New Zealand, before moving to India as Fund Manager and CIO of Alliance Capital's Mutual Fund division. In 2003, he transferred to Singapore as Head of Asian Emerging Markets. Samir is renowned for his fund management expertise and has received numerous awards for his performance during his tenure at Alliance Capital. He holds an MBA from IIM Calcutta, a bachelor's degree in engineering from IIT Delhi, and a master's degree in finance from the University of Pennsylvania's Wharton School.
Dinshaw Irani
Dinshaw Irani is the Executive Director and Chief Investment Officer (CIO) of Helios India, as well as the Principal Portfolio Manager. Prior to his role at Helios, Dinshaw served as the Executive Director of Artemis Advisors, exclusive research advisors to Helios Singapore, for nearly 14 years. He began his professional career as an analyst at Sun F&C Mutual Fund and Lloyd Securities. Dinshaw later became the Vice President of the Asian Emerging Markets team at Alliance Capital in Mumbai, where he focused on the consumer and pharmaceutical sectors for three years.
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1.Should I invest in a Helios Mutual fund scheme?
2.How to Start a Helios Mutual Fund SIP online?
3.How to redeem Helios Mutual funds Online?
4.How much time does it take to redeem the Helios Mutual funds?
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