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Helios Mutual Fund - Fund Manager

Apurva Sharma

Apurva Sharma

Qualification: CFA Charter holder, Bachelor of Engineering (InfoTech) from Mumbai University and a post-graduate diploma holder in Finance from Weling-kar's Institute, Mumbai . Experience:Over 15 years of experience: Helios Capital Asset Management (India) Private Limited - VP, Investments (March 2023 till date). In his previous role, he worked with PGIM India AMC, where he was a Research Analyst for close to 5 years. Prior to this, Mr. Apurva has also worked in various roles in the investment team with various companies i.e. Edelweiss, ICICI, Anand Rathi, and Centrum.

Fund Name
Classification
Fund AUM (Cr.)
Helios Flexi Cap Fund - Regular (G)
Equity: Flexi Cap
906.26
Helios Flexi Cap Fund - Regular (IDCW)
Equity: Flexi Cap
906.26
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd.7.98%
ICICI Bank Ltd.6.16%
TREPS5.58%
Hindustan Petroleum Corporation Ltd3.95%
State Bank of India3.85%
Fund Name1M3M6M1Y3Y5YSince Inception
Helios Flexi Cap Fund - Regular (G)
3.65%
13.34%
N/A
N/A
N/A
N/A
16.4%
Helios Flexi Cap Fund - Regular (IDCW)
3.65%
13.34%
N/A
N/A
N/A
N/A
16.4%
Fund Performance