Helios Capital Asset Management (India) Private Limited

Helios Capital Asset Management (India) Private Limited

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.

List of Helios Capital Asset Management (India) Private Limited in India

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

Key information about helios mutual funds

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

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How can you invest in helios mutual funds Mutual Funds

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!

Top Fund Managers

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.

AMC/Fund Houses

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IDFC Asset Management Company Limited

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Bandhan Asset Management Company Limited

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HSBC Asset Management(India)Private Ltd

Mahindra Manulife Investment Management Pvt. Ltd.

Zerodha Asset Management Private Limited

Sundaram Asset Management Company Ltd

Aditya Birla Sun Life AMC Ltd

Shriram Asset Management Co Ltd

360 ONE Asset Management Limited

Invesco Asset Management (India) Private Ltd

Samco Asset Management Pvt Ltd

Union Asset Management Co. Pvt. Ltd.

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Tata Asset Management Limited

Bajaj Finserv Asset Management Limited

Baroda BNP Paribas Asset Management India Pvt. Ltd.

Motilal Oswal Asset Management Co. Ltd

Quantum Asset Management Co Pvt. Ltd.

PGIM India Asset Management Private Limited

DSP Investment Managers Private Limited

Canara Robeco Asset Management Co. Ltd.

Taurus Asset Management Company Limited

Nippon Life India Asset Management Ltd

Quant Money Managers Limited

Navi AMC Limited

PPFAS Asset Management Pvt. Ltd

Indiabulls Asset Management Company Ltd.

Mirae Asset Investment Managers (India) Private Limited

HDFC Asset Management Company Limited

IIFL Asset Management Limited

ICICI Prudential Asset Management Company Limited

Old Bridge Asset Management Private Limited

Trust Asset Management Private Limited

Bank of India Investment Managers Private Limited

JM Financial Asset Management Limited

Edelweiss Asset Management Limited

Axis Asset Management Company Limited

UTI Asset Management Co Ltd

WhiteOak Capital Asset Management Limited

LIC Mutual Fund Asset Management Limited

SBI Funds Management Ltd

FAQs

1.Should I invest in a Helios Mutual fund scheme?

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Whether you should invest in Helios Mutual Funds or not depends on your goals. In addition to assessing their returns over several timelines, evaluate the schemes based on risk, volatility, returns, the fund manager’s experience, and your own return expectations and risk tolerance.

2.How to Start a Helios Mutual Fund SIP online?

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There are two ways to start a Helios Mutual Fund SIP. For a hassle-free investing experience, you can invest in Helios Mutual Fund SIP online through the Lemonn App. Alternatively, you can start investing in Helios Mutual Fund SIP online through Helios Mutual Fund AMC official website.

3.How to redeem Helios Mutual funds Online?

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There are two ways of doing this. You can initiate your redemption request by Lemonn App. Alternatively, you can also redeem your investments by visiting the Helios Mutual Fund AMC website.

4.How much time does it take to redeem the Helios Mutual funds?

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The proceeds of equity, debt, and conservative hybrid funds are generally transferred to your registered bank account within 2-4 working days of the withdrawal initiation. Redemption of liquid funds takes 1-2 working days.

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