back button

Helios Mutual Fund - Fund Manager

Pratik Singh

Pratik Singh

Qualification: MBA in Finance from Welingkar Institute, MumbaiBE (Mechanical) from University of Pune.. Experience:Over 10 years of experience. Helios Capital Asset Management (India) Private Limited - February 2024 to present - Fund Manager - Equities. December 2021 to January 2024 - Equity Research Analyst.Prior to joining Helios Capital Asset Management (India) Private Limited, Pratik was associated with Motilal Oswal institutional equity research team, tracking the capital goods and consumer durables sector. He has been a part of institutional research team on the sell side for the last 5 years and has worked in an auto ancillary for 3 years prior to his MBA.

Fund Name
Classification
Fund AUM (Cr.)
Helios Flexi Cap Fund - Regular (G)
Equity: Flexi Cap
1776.25
Helios Balanced Advantage Fund - Regular (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
216.6
Helios Financial Services Fund - Regular (G)
Equity: Sectoral : Thematic
104.88
Helios Financial Services Fund - Regular (IDCW)
Equity: Sectoral : Thematic
104.88
Helios Balanced Advantage Fund - Regular (IDCW)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
216.6
Helios Flexi Cap Fund - Regular (IDCW)
Equity: Flexi Cap
1776.25
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd9.41%
ICICI Bank Ltd7.30%
TREPS6.45%
State Bank of India4.68%
Zomato Ltd3.82%
Fund Name1M3M6M1Y3Y5YSince Inception
Helios Flexi Cap Fund - Regular (G)
1.59%
16.85%
17.73%
N/A
N/A
N/A
40.8%
Helios Balanced Advantage Fund - Regular (G)
0.81%
9.54%
N/A
N/A
N/A
N/A
11.4%
Helios Financial Services Fund - Regular (G)
4.51%
N/A
N/A
N/A
N/A
N/A
6.5%
Helios Financial Services Fund - Regular (IDCW)
4.51%
N/A
N/A
N/A
N/A
N/A
6.5%
Helios Balanced Advantage Fund - Regular (IDCW)
0.81%
9.54%
N/A
N/A
N/A
N/A
11.4%
Helios Flexi Cap Fund - Regular (IDCW)
1.59%
16.85%
17.73%
N/A
N/A
N/A
40.8%
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History