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Helios Mutual Fund - Schemes, NAV & Returns
Helios Mutual Fund offers one of India's most trusted and diversified investment platforms, with 32 active schemes spanning Equity, Hybrid, Debt categories - making it a strong fit for retirement-focused investors at every stage of their journey. The... Read more
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Helios Mutual Fund FAQ'S
The core objective of Helios Mutual Fund is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of Equity, Hybrid, Debt schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
Helios Mutual Fund features a diverse lineup of 32 active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is Helios Flexi Cap Fund Direct-Growth, which leads with Assets Under Management (AUM) of ₹5,746.17 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from Helios Mutual Fund based on historical returns include:
- Helios Small Cap Fund Direct-Growth : Delivered 12.68% returns over a 3-month period.
- Helios Small Cap Fund Direct-Growth : Achieved 22.12% returns over a 6-month horizon.
- Helios Mid Cap Fund Direct-Growth : Recorded 11.29% returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the Helios Mutual Fund portfolio are:
- Helios Financial Services Fund Direct-Growth : Generated 7.57% returns over a 2-year period.
Across the active lineup of Helios Mutual Fund, the cost structure varies significantly depending on the scheme category:
- Highest Expense Ratio: Helios Balanced Advantage Fund Regular-Growth features an expense ratio of 2.43%.
- Lowest Expense Ratio: Helios Overnight Fund Direct-Growth offers a lower expense ratio of 0.14%.
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