Helios Mutual fund : MF Schemes List, AUM, Risk, Returns

Q: Are Helios Mutual fund mutual fund's schemes safe to invest in?

Ans: Yes, Helios Mutual fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including Helios Mutual fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are Helios Mutual fund mutual funds tax-free?

Ans: Helios Mutual fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of Helios Mutual fund?

Here are some of the best-performing funds from Helios Mutual fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) Helios Overnight Fund 0% Helios Flexi Cap Fund 0% Helios Large & Mid Cap Fund 0% Helios Financial Services Fund 0% Helios Balanced Advantage Fund 0%

Q: Are Helios Mutual fund a good choice for long-term capital appreciation?

Ans: Yes, Helios Mutual fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check Helios Mutual fund AMC fund performance.

Q: How can I check my Helios Mutual fund mutual funds status on Rupeezy?

Ans: You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

Home

Mutual Funds

AMC

Helios Mutual fund

Helios Mutual Fund is sponsored by Helios Capital Asset Management (India) Pvt. Ltd, Helios India, an asset management company headquartered in Mumbai. Helios India is licensed by SEBI to offer Portfolio Management Services (PMS) and Alternative Investment Funds (AIF).The parent company Helios Capital Management Pte. Ltd. (Helios Singapore), is an India focused Singapore based asset management company. Helios Singapore holds a Capital Markets Services License from the Monetary Authority of Singapore and is registered as a Foreign Portfolio Investor with the SEBI. Helios Singapore is the Sponsor of the Helios Mutual Fund.Helios group was founded in 2005 by Samir Arora, Group CIO and Portfolio Manager of Helios Strategic Fund since its inception in 2005.The AMC manages an Average AUM of Rs. 1626.54 Cr as of June 2024.

List of All Helios Mutual fund

All

Equity

Debt

Hybrid

ELSS

Index

Fund Name	3Y Return	Risk	Cat. Avg
No Match Found We couldn't find the match you were looking for.

Details of Helios Mutual fund

Founding Date	May 21, 2021
Address	515 A, 5th Floor, The Capital,PlotC70Bandra Kurla Complex,Bandra (E), Mumbai 400051
Email	customercare@helioscapital.in
Telephone	022-67319600

Documents Required to Invest

To invest in Helios Mutual fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)

How to Invest in Helios Mutual fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select Helios Mutual fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

Helios Mutual fund FAQs

Q1. Are Helios Mutual fund mutual fund's schemes safe to invest in?

Q2. Are Helios Mutual fund mutual funds tax-free?

Q3. Which are the top performing funds of Helios Mutual fund?

Fund Name	5-Year Return (%)
Helios Overnight Fund	0%
Helios Flexi Cap Fund	0%
Helios Large & Mid Cap Fund	0%
Helios Financial Services Fund	0%
Helios Balanced Advantage Fund	0%

Q4. Are Helios Mutual fund a good choice for long-term capital appreciation?

Q5. How can I check my Helios Mutual fund mutual funds status on Rupeezy?

Want to invest in Mutual Fund?

Open Rupeezy account now. It is 100% free and secure.

Start Investment

Explore Other AMCs