Helios Mutual fund

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Helios Mutual Fund, incorporated on May 21, 2021, is managed by Helios Capital Asset Management (India) Private Limited. As of September 30, 2024, it manages assets worth ₹2,539.67 crore. The fund house offers a diverse range of schemes, including equity, debt, and hybrid funds, totaling 22 schemes.

Helios Mutual Fund is known for its robust performance and innovative investment strategies, although specific rankings can vary across different rating agencies. The fund house aims to cater to the diverse needs of investors with a focus on long-term growth and stability.
Scheme Name
Min. InvestAUM (In Cr)
Helios Large & Mid Cap Fund - Direct (G)
Helios Large & Mid Cap Fund - Direct (G)

Large & Mid Cap Fund | Equity

16.75%₹5,000₹547.86Invest
16.40%₹5,000₹207.21Invest
Helios Flexi Cap Fund - Direct (G)
Helios Flexi Cap Fund - Direct (G)

Flexi Cap Fund | Equity

15.28%₹5,000₹4,936.69Invest
Helios Balanced Advantage Fund - Direct (G)
Helios Balanced Advantage Fund - Direct (G)

Dynamic Asset Allocation or Balanced Advantage | Hybrid

9.55%₹5,000₹318.54Invest
5.86%₹5,000₹229.19Invest
32.00%₹5,000₹455.44Invest
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Helios Mutual Fund, incorporated on May 21, 2021, is managed by Helios Capital Asset Management (India) Private Limited. As of September 30, 2024, it manages assets worth ₹2,539.67 crore. The fund house offers a diverse range of schemes, including equity, debt, and hybrid funds, totaling 22 schemes.

Helios Mutual Fund is known for its robust performance and innovative investment strategies, although specific rankings can vary across different rating agencies. The fund house aims to cater to the diverse needs of investors with a focus on long-term growth and stability.

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1Y returns

16.75%

Min. Invest

₹5,000

AUM

₹547.86 Cr

1Y returns

16.40%

Min. Invest

₹5,000

AUM

₹207.21 Cr

1Y returns

15.28%

Min. Invest

₹5,000

AUM

₹4,936.69 Cr

Helios Balanced Advantage Fund - Direct (G)

Helios Balanced Advantage Fund - Direct (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

9.55%

Min. Invest

₹5,000

AUM

₹318.54 Cr

1Y returns

5.86%

Min. Invest

₹5,000

AUM

₹229.19 Cr

1Y returns

%

Min. Invest

₹5,000

AUM

₹455.44 Cr

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About Helios Mutual Fund

Helios Mutual Fund has significantly impacted the Indian mutual fund industry by introducing innovative solar and renewable energy-focused investment products. Their specialized thematic funds have created a new category of investment opportunities for environmentally conscious investors, helping bridge the gap between sustainable investing and traditional mutual fund schemes.

The fund house has made a substantial impact on the renewable energy sector by channeling retail investments into solar power projects and clean energy initiatives. Through their focused investment approach, Helios Mutual Fund has helped numerous renewable energy companies raise capital, contributing to the growth of India's green energy infrastructure. Their investments have supported the development of several solar parks and renewable energy installations across the country.

In terms of investor education, Helios Mutual Fund has played a crucial role in raising awareness about sustainable investing and ESG (Environmental, Social, and Governance) principles. They have conducted numerous workshops, seminars, and educational programs to help investors understand the importance of green investments and their potential returns. This educational initiative has helped create a more informed investor base interested in sustainable investment options.

The fund house has also impacted employment generation in the renewable energy sector. Through their investments in various clean energy projects, they have indirectly contributed to creating numerous job opportunities in solar power plant construction, maintenance, and operations. This has helped in developing skilled workforce in the renewable energy sector.

From a financial perspective, Helios Mutual Fund has demonstrated that sustainable investments can generate competitive returns. Their performance has helped challenge the traditional perception that green investments necessarily compromise on returns. This has encouraged other fund houses to launch similar environmentally focused investment products.

The fund's impact extends to rural development, as many of their invested solar projects are located in rural areas. These investments have contributed to rural electrification, creating better infrastructure and opportunities for rural communities. The projects have also helped in reducing the carbon footprint of many villages and small towns.

Helios Mutual Fund has influenced policy-making in the mutual fund industry by advocating for better disclosure norms related to environmental impact. Their emphasis on transparent reporting of environmental metrics has set new standards for the industry. This has helped investors make more informed decisions about their investments' environmental impact.

In the technological sphere, Helios Mutual Fund has impacted digital investment platforms by introducing specialized tools for tracking the environmental impact of investments. Their innovative approach to measuring and reporting sustainability metrics has set new benchmarks for the industry.

How to Invest in Helios Mutual Fund?

Investing in Helios Mutual Fund offers the potential for impressive returns. The fund house’s strategic stock selection and active management have consistently outperformed benchmarks. This has made it a reliable choice for growth-oriented investors.

Another reason to invest is the fund’s diversified portfolio. Helios Mutual Fund offers a mix of equity, debt, and hybrid schemes, catering to various risk appetites and investment goals. This diversification helps mitigate risks and capitalize on market opportunities.

Additionally, Helios Mutual Fund has strong research and analysis capabilities. This ensures a high-quality portfolio. The dedicated team of analysts and fund managers conducts thorough research to identify promising investment opportunities, enhancing the fund’s performance.

Here are the steps to follow to begin your investment in these funds.

Step 1: Login or Register
Access the Torus Digital or Helios Mutual Fund platform by logging in. If you don’t have an account, register using your email and phone number.

Step 2: Validate Identity Proof
Use Digilocker to validate your identity. Upload the required digital documents for quick verification. This method eliminates the need for physical paperwork.

Step 3: Level of Risk
Evaluate your risk appetite by selecting a risk level: low, medium, or high. This will guide your investment choices effectively.

Step 4: Choose a Mutual Fund Scheme
Review the available mutual fund schemes and select one that matches your financial goals, risk tolerance, and investment horizon.

Step 5: One Time (Lumpsum) or SIP
Decide whether to invest as a one-time lump sum or through a Systematic Investment Plan (SIP) for regular contributions.

Step 6: SIP Placement
You can initiate your SIP on the same day or select a preferred future date for investments, enjoying the unique same-day SIP feature.

Your Torus account will reflect the Helios Mutual Fund in India you have invested in within 3 to 4 working days.

Top 10 Helios Mutual fund

Scheme Name
Min. InvestAUM (In Cr)

Top 10 Helios Mutual fund

Helios Large & Mid Cap Fund - Direct (G)

Helios Large & Mid Cap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

16.75%

Min. Invest

₹5,000

AUM

₹547.86 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 16.75%, 13.58%, and 13.58%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹1,000.
Helios Financial Services Fund - Direct (G)

Helios Financial Services Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

16.40%

Min. Invest

₹5,000

AUM

₹207.21 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 16.40%, 15.80%, and 15.80%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹1,000.
Helios Flexi Cap Fund - Direct (G)

Helios Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

15.28%

Min. Invest

₹5,000

AUM

₹4,936.69 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 15.28%, 25.98%, and 25.98%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹1,000.
Helios Balanced Advantage Fund - Direct (G)

Helios Balanced Advantage Fund - Direct (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

9.55%

Min. Invest

₹5,000

AUM

₹318.54 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.55%, 11.96%, and 11.96%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹1,000.
Helios Overnight Fund - Direct (G)

Helios Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

5.86%

Min. Invest

₹5,000

AUM

₹229.19 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.86%, 6.30%, and 6.30%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹-.
Helios Mid Cap Fund - Direct (G)

Helios Mid Cap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

%

Min. Invest

₹5,000

AUM

₹455.44 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 32.00%, 32.00%, and 32.00%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹1,000.

FAQ’s

How to Start Helios Mutual fund SIP Online?

Log in or register on Torus Digital or the Helios Mutual fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.

How to Calculate Helios Mutual fund SIP?

Use our Helios SIP Calculator and Helios Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.

How to Redeem Helios Mutual fund?

Log in to your account on Torus Digital or the Helios Mutual fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.

How Much Time Does It Take to Redeem Helios Mutual fund?

It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.

Why Should I Invest in Helios Mutual fund?

Helios Mutual fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.