Helios Mutual Fund Mutual Fund – NAV, Returns, Top Schemes

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List of Top Helios Mutual Fund

About Helios Mutual Fund

Helios Mutual Fund is an Indian mutual fund house that offers investors professionally managed investment schemes to cater to different financial goals, risk profiles and investment horizons. It is associated with Helios Capital, an investment management firm founded by Samir Arora, and follows an investment-focused approach to managing investors' money.

Helios Mutual Fund was constituted as a trust on March 1, 2023, and registered with SEBI on August 10, 2023, under registration number MF/079/23/05. It is sponsored by Helios Capital Management Pte. Limited, Singapore, while Helios Trustee Private Limited acts as the trustee and Helios Capital Asset Management (India) Private Limited serves as the investment manager.

Helios Mutual Fund offers investors opportunities to participate in the financial markets through professionally managed schemes. Depending on the available offerings, investors can explore equity-oriented and other types of mutual fund schemes based on their financial goals, investment horizons and risk tolerance. Each scheme follows a specific investment objective and strategy, which determines its asset allocation and risk profile.

Helios Mutual Fund offers schemes across equity, hybrid and debt-related categories. Its offerings include Helios Flexi Cap Fund, Helios Large & Mid Cap Fund, Helios Mid Cap Fund, Helios Small Cap Fund, Helios Financial Services Fund, Helios Balanced Advantage Fund, Helios Arbitrage Fund and Helios Overnight Fund. These schemes cater to different investment needs, ranging from equity investments across market capitalisations and sector-focused exposure to hybrid strategies and short-term debt-oriented investments.

Helios Capital Asset Management (India) Private Limited was incorporated on May 21, 2021. It was appointed as the investment manager of Helios Mutual Fund through an investment management agreement dated March 13, 2023, and SEBI approved its appointment on August 10, 2023. The AMC is a subsidiary of Helios Capital Management Pte. Limited and also offers portfolio management services and alternative investment funds.

How to Invest in Helios Mutual Funds through Motilal Oswal?

You can invest in Helios Mutual Fund schemes through Motilal Oswal after completing the required KYC and account-opening process. The Helios Mutual Fund investment process is simple and can be completed online.

Log in to the Motilal Oswal platform.
Go to the Mutual Funds section and search for Helios Mutual Fund.
Browse the available Helios Mutual Fund schemes and review the relevant scheme details.
Select the Helios Mutual Fund scheme you want to invest in.
Choose SIP or lumpsum investment, based on the applicable scheme requirements.
Enter the investment amount and complete the payment process.

The applicable minimum investment amount and other scheme-specific requirements may vary across Helios Mutual Fund schemes. Review the respective scheme page on Motilal Oswal for the latest details before investing.

Why Invest in Helios Mutual Funds Through Motilal Oswal?

Motilal Oswal provides access to mutual fund schemes from multiple AMCs through a single platform. Investors can browse Helios Mutual Fund schemes, review relevant scheme information and invest through available SIP or lumpsum options, subject to the applicable scheme requirements.

Helios Mutual Fund FAQs

How can I invest in Helios Mutual Fund through Motilal Oswal?

You can invest in Helios Mutual Fund schemes through Motilal Oswal after completing the required KYC and account-opening process. Log in to the Motilal Oswal platform, go to the Mutual Funds section, search for Helios Mutual Fund, select a scheme, and choose SIP or lumpsum investment based on the applicable scheme requirements.

What is the minimum investment amount for Helios Mutual Fund?

The minimum investment amount for Helios Mutual Fund varies across schemes and may differ for SIP and lumpsum investments. Investors should check the individual scheme page for the latest minimum investment requirement.

How can I redeem Helios Mutual Fund investments?

You can redeem eligible Helios Mutual Fund investments through Motilal Oswal, subject to the applicable scheme terms. Select the relevant investment, initiate the redemption request and follow the instructions to complete the process. Applicable exit loads and other scheme-specific conditions should be checked before placing a redemption request.

What are the exit load charges for Helios Mutual Fund schemes?

Exit load charges for Helios Mutual Fund schemes vary depending on the scheme and the period for which the investment is held. Investors should check the respective scheme's exit load before investing or redeeming their units.

How are returns from Helios Mutual Fund calculated?

Returns from Helios Mutual Fund schemes depend on the scheme's NAV movement and the investment period. For investments held for more than one year, returns are generally expressed as CAGR, while absolute returns may be used for shorter periods. Investors can use the Motilal Oswal Mutual Fund Returns Calculator to estimate returns based on the investment amount and duration.

What should I consider before investing in Helios Mutual Fund schemes?

Before investing in Helios Mutual Fund schemes, consider the scheme's investment objective, investment horizon, risk level, asset allocation, portfolio, expense ratio, exit load and historical performance. The suitability of a scheme depends on an investor's individual financial goals and risk profile. Mutual fund investments are subject to market risks, so investors should read the scheme-related documents carefully before investing.

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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The information provided here is for informational purposes only and does not constitute financial advice..