Helios Mutual Fund
Helios Mutual Fund is run by Helios Capital Asset Management, founded by Samir Arora, the long-time India manager behind Helios Capital's offshore funds. It entered the domestic mutual fund business with a flexi-cap scheme and has kept a compact equity line-up since.
Official site: www.heliosmf.in
Top Helios funds by 3Y returns
8Ranked by 3-year CAGR, one row per scheme (Direct plan preferred). Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Helios Arbitrage Fund | — | — | — | — | 1.95% | ₹94.99Cr |
| 2 | Helios Balanced Advantage Fund | ★★★☆☆ | +4.8% | — | — | 1.33% | ₹301.75Cr |
| 3 | Helios Financial Services Fund | ★★☆☆☆ | +3.1% | — | — | 1.14% | ₹191.16Cr |
| 4 | Helios Flexi Cap Fund | ★★★★☆ | +7.7% | — | — | 0.83% | ₹6,929Cr |
| 5 | Helios Large & Mid Cap Fund | ★★★☆☆ | +7.7% | — | — | 1.08% | ₹1,382Cr |
| 6 | Helios Mid Cap Fund | ★★★★★ | +15.0% | — | — | 1.00% | ₹1,458Cr |
| 7 | Helios Overnight Fund | ★☆☆☆☆ | +5.2% | — | — | 0.17% | ₹235.75Cr |
| 8 | Helios Small Cap Fund | — | — | — | — | 0.92% | ₹994.19Cr |
Categories Helios competes in
Fund managers
3From the statutory Scheme Information Documents — see the full directory on the Managers page.
Helios in the news
Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.
Hopeful War Concerns Will Subside Soon; Positive On Auto Ancillaries: Helios Capital's Dinshaw Irani
NDTV Profit · 9d ago
Samir Arora's Helios Flexicap adds BHEL, InterGlobe in July; exits Varun Beverages, India Shelter Finance
Moneycontrol.com · 11d ago
Helios Mutual Fund performance: How have its five equity schemes fared since launch?
Upstox · 24d ago
Helios Flexi Cap Fund Review: Plans, NAV, Returns and Portfolio Analysis 2026
Univest · 20 Jul 2026
Helios Arbitrage Fund Review: Plans, NAV, Returns and Portfolio Analysis 2026
Univest · 20 Jul 2026
Helios Overnight Fund Review: Plans, NAV, Returns and Portfolio Analysis 2026
Univest · 20 Jul 2026
Helios MF buys 0.6% shares in Landmark Cars, Axis Mutual Fund pares stake worth Rs 138 crore in ZF...
Moneycontrol.com · 17 Jul 2026
Crude Oil at $65 and a Stabilising Rupee: Helios Mutual Fund CEO Sees India Consumption Boom Ahead - Quarterly Financial Update
Vinanet · 26 Jun 2026
Fund houses nearby in AUM
Frequently asked questions
How big is Helios Mutual Fund?
Helios Mutual Fund manages ₹11,103Cr (April - June 2026, ex-FoF), ranking #35 of 55 fund houses with 0.1% of industry AUM — from AMFI's fund-wise quarterly disclosure.
How many mutual fund schemes does Helios Mutual Fund offer?
WealthTicker tracks 32 Helios scheme variants (each plan and option counted separately) across 8 sub-categories, with returns and risk metrics computed from AMFI NAV history.
NAV data as of 20 Aug 2026. AUM and market share from AMFI’s fund-wise quarterly disclosure; returns computed from AMFI NAV history; managers from SID filings. See our methodology for every formula. Data, not investment advice.