Helios Financial Services
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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
Pratik Singh
Lead Portfolio Manager
Mr. 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.
Alok Bahl
Co-Portfolio ManagerMr. 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
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)