Helios Mutual Fund

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.