Helios Mutual Fund
Overview
Helios Mutual Fund, established in August 2023, is a Mumbai-based asset management company offering a range of mutual fund schemes, including equity, debt, and hybrid funds. The company is licensed by the Securities and Exchange Board of India (SEBI) to manage Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), and serves as the investment manager for its mutual fund schemes. The fund house employs an investment philosophy termed 'Elimination Investing,' which systematically removes underperforming assets based on eight fundamental factors, aiming to enhance portfolio performance. As of September 30, 2025, Helios Mutual Fund managed assets totaling ₹5,874.85 crore. Helios Mutual Fund's portfolio includes a variety of schemes such as the Helios Flexi Cap Fund, Helios Balanced Advantage Fund, and Helios Large & Mid Cap Fund. The company is led by CEO Mr. Dinshaw Irani and Chief Investment Officer Mr. Alok Bahl, with a team of experienced professionals overseeing its operations and investment strategies.
Reach Helios Mutual Fund directly
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Unlock full contacts →Frequently asked questions about Helios Mutual Fund
What sectors does Helios Mutual Fund invest in?
Helios Mutual Fund invests in Financial Services and Asset Management, and is based in Maharashtra, India. Helios Mutual Fund is listed as a mutual fund in the ConnectSafely investor database.
What stage does Helios Mutual Fund invest at?
Helios Mutual Fund backs companies at Growth and Late Stage, writing cheques of 1M - 500M.
Which regions does Helios Mutual Fund invest in?
Helios Mutual Fund invests across India.
Who are the partners at Helios Mutual Fund?
Team members listed for Helios Mutual Fund include Venu Gopal (Deputy Vice President - Sales & Distribution) and Samir Arora (Founder).
How do I contact Helios Mutual Fund?
Helios Mutual Fund's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
