Helios Financial Services Gr
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Alok Bahl
Mr. Alok Bahl has experience of 36 years. Manages 62 funds at Helios Capital Asset Management (India) Private Limited with an AUM of approximately ₹323 Cr Holds a PGDBM degree.
49 years
Combined Team Experience
₹ 646 Cr
Assets Under Management
Pratik Singh
Co-Portfolio ManagerMr. Pratik Singh has experience of 13 years. Manages 58 funds at Helios Capital Asset Management (India) Private Limited with an AUM of approximately ₹323 Cr Holds a B.E. degree.
Firm Overview
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)