Helios Mutual Funds
From equity to debt, hybrid or solution based funds, Helios Mutual Fund offers a wide range of options catering to various investor profiles. The AMC serves investors across India through its physical branches and digital platforms to meet different financial goals.
5 funds
Helios Balanced Advantage Fund
Hybrid • Dynamic • Direct Growth3Y CAGR
0.00%
Expense ratio
0.88%
Returns vs category
N/A
Risk vs category
N/A
Helios Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
0.00%
Expense ratio
0.47%
Returns vs category
N/A
Risk vs category
N/A
Helios Large & Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
0.00%
Expense ratio
0.77%
Returns vs category
N/A
Risk vs category
N/A
Helios Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
0.00%
Expense ratio
0.8%
Returns vs category
N/A
Risk vs category
N/A
Helios Financial Services Fund
Equity • Financial Services • Direct Growth3Y CAGR
0.00%
Expense ratio
0.83%
Returns vs category
N/A
Risk vs category
N/A
About
AMC Summary
As of March 2025, its Assets Under Management (AUM) exceeded ₹5.5 lakh crore. Helios Mutual Fund offers more than 90 schemes across different categories through a strong digital presence and a well established distribution network.
About Helios AMC
The Helios Asset Management Company Limited was incorporated in 1999 and manages Helios Mutual Fund. It provides zero commission direct plans which allows investors to maximise their returns.
Helios Mutual Fund: Key information
Here are some important details about Helios AMC:
- Date of Incorporation: December 10, 1999
- Mutual Fund Launch: 2000
- Headquarters: Mumbai
- Trustee Organisation: Helios Trustee Company Limited
- CEO: Navneet Munot
- Name of AMC: Helios Asset Management Company Limited
- Investor Relations Officer: Prashant Vaze
How to invest in Helios Mutual Funds?
- Take these actions to invest in Helios Mutual Funds:
- Check out platforms such as Upstox or the Helios Mutual Fund website. Enter your details to register.
- Do full KYC by using proof of address and identification such as your voter ID, passport, PAN or Aadhaar to confirm your identity.
- Select investment tenure depending on your financial objectives, choose between short term and long term investments.
- Choose a fund and examine the several mutual fund plans that Helios offers and pick one that aligns with your investing goals and risk tolerance.
- Select the investment mode for recurring investments go with the Systematic Investment Plan (SIP) for one-time investments go with the lump sum.
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Frequently Asked Questions
How can I get my Helios Mutual Fund statement?
You can get your Helios Mutual Fund account from the website or the mobile app. After logging in, choose the duration under the transaction or account statement sections. You can also email Helios customer service to request the statement.
How long does it take to redeem Helios Mutual Funds?
Depending on the type of fund Helios mutual fund redemption typically takes one to three business days.
- Equity funds: It takes around three business days for the proceeds to be credited.
- Funds for debt: Take one to two business days.
- Liquid funds: Within a day the proceeds are credited.
Public holidays and bank processing days may affect redemption times
How can I increase my SIP amount in Helios Mutual Funds?
Create a new SIP with the extra money to increase your Helios Mutual Funds SIP amount. Go to the Helios app or website sign in and select the mutual fund. Enter the increased amount and choose Start New SIP. The Top-up SIP feature which automatically increases your SIP amount at regular intervals is another option available to you.
How to redeem Helios Mutual Funds online?
Go to the Helios Mutual Fund website or app to make an online redemption. Proceed to the transaction or redeem area of your account after logging in, choose the fund, input the units or amount to be withdrawn and confirmed. Depending on the type of fund the proceeds will be credited to your registered bank account within the allotted time.
How to start a SIP with Helios Mutual Funds online?
Go to the Helios website or app to begin a SIP with Helios Mutual Funds online. Once you have logged in, select invest online or start SIP, then input the SIP amount, frequency and duration. For auto debit enter your bank information, double-check it and submit. Following the successful registration of the SIP you will receive a confirmation message.
Are there any redemption charges for Helios Mutual Funds?
It is possible for Helios Mutual Funds to have exit loads or redemption charges, depending on the plan and holding time.
- 1% exit load for equity funds that are redeemed within a year.
- Lower or no exit loads for debt funds.
- In general liquid funds do not have any exit loads.
- Prior to investing in or redeeming, always review the funds exit load structure.
Should I invest in Helios Mutual Funds?
Depending on your investment horizon, risk tolerance and financial objectives investing in Helios Mutual Funds may be a wise choice. Before investing, look at the funds exit load, expense ratio and historical performance. A financial counselor should be consulted or the scheme documents should be carefully reviewed.
What are the tax implications on Helios Mutual Fund returns?
The type of fund and length of holding determine the taxation of Helios Mutual Fund returns:
- Equity funds have 20% tax on short term gains (less than a year).
- Gains that last longer than a year are subject to 12.5% tax on profits over ₹1.25 lakh.
- Profits on debt funds are taxed at the applicable tax slab of the investor.