Helios Mutual fund

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Scheme Name
Min. InvestAUM (In Cr)
Helios Flexi Cap Fund - Direct (G)
Helios Flexi Cap Fund - Direct (G)

Flexi Cap Fund | Equity

8.03%₹5,000₹2,548.89Invest
6.61%₹5,000₹145.67Invest
Helios Balanced Advantage Fund - Direct (G)
Helios Balanced Advantage Fund - Direct (G)

Dynamic Asset Allocation or Balanced Advantage | Hybrid

5.30%₹5,000₹284.67Invest
-0.50%₹5,000₹147.03Invest
Helios Large & Mid Cap Fund - Direct (G)
Helios Large & Mid Cap Fund - Direct (G)

Large & Mid Cap Fund | Equity

-9.40%₹5,000₹247.08Invest
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1Y returns

8.03%

Min. Invest

₹5,000

AUM

₹2,548.89 Cr

1Y returns

6.61%

Min. Invest

₹5,000

AUM

₹145.67 Cr

Helios Balanced Advantage Fund - Direct (G)

Helios Balanced Advantage Fund - Direct (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

%

Min. Invest

₹5,000

AUM

₹284.67 Cr

1Y returns

%

Min. Invest

₹5,000

AUM

₹147.03 Cr

1Y returns

%

Min. Invest

₹5,000

AUM

₹247.08 Cr

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Top 10 Helios Mutual fund

Scheme Name
Min. InvestAUM (In Cr)

Top 10 Helios Mutual fund

Helios Flexi Cap Fund - Direct (G)

Helios Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

8.03%

Min. Invest

₹5,000

AUM

₹2,548.89 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.03%, 21.28%, and 21.28%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹1,000.
Helios Overnight Fund - Direct (G)

Helios Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

6.61%

Min. Invest

₹5,000

AUM

₹145.67 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.61%, 6.70%, and 6.70%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹-.
Helios Balanced Advantage Fund - Direct (G)

Helios Balanced Advantage Fund - Direct (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

%

Min. Invest

₹5,000

AUM

₹284.67 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.30%, 5.30%, and 5.30%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹1,000.
Helios Financial Services Fund - Direct (G)

Helios Financial Services Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

%

Min. Invest

₹5,000

AUM

₹147.03 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -0.50%, -0.50%, and -0.50%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹1,000.
Helios Large & Mid Cap Fund - Direct (G)

Helios Large & Mid Cap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

%

Min. Invest

₹5,000

AUM

₹247.08 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -9.40%, -9.40%, and -9.40%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹1,000.

FAQ’s

How to Start Helios Mutual fund SIP Online?

Log in or register on Torus Digital or the Helios Mutual fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.

How to Calculate Helios Mutual fund SIP?

Use our Helios SIP Calculator and Helios Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.

How to Redeem Helios Mutual fund?

Log in to your account on Torus Digital or the Helios Mutual fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.

How Much Time Does It Take to Redeem Helios Mutual fund?

It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.

Why Should I Invest in Helios Mutual fund?

Helios Mutual fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.