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Our Mutual Funds

Flexicap Fund

Annulized Return

(as on 2023-04-09)

0.00%

Fund Return

0.00%

Benchmark Return

Risk

Very High

Fund Size

₹ 00000 Crs

Min Amount

₹ 000

Overnight Fund

Annulized Return

(as on 2023-04-09)

18.00%

Fund Return

8.28%

Benchmark Return

Risk

Very High

Fund Size

₹ 3769 Crs

Min Amount

₹ 500

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Copyright Helios Mutual Fund 2023. All Rights Reserved.
Dr. J N Mukhopadhyaya
Independent Director
Helios Trustee Pvt Ltd
Dr J N Mukhopadhyaya is a Mechanical engineer from IIT-BHU, Varanasi, PGDM (MBA - 2 years full time) from IIM Calcutta, UGC NET qualified and Ph.D. in Economics from Jadavpur University. He is registered as an Independent Director with IICA. He has a professional experience of more than 38 years. Before coming to academics, he had 17 years of professional experience in several companies. He has 20 years’ experience in full time teaching and also has been a visiting faculty at IIM Calcutta, IIFT Calcutta, IIM Rohtak, IIM Bodh Gaya and IIM Ranchi. He was founding faculty and Professor of Finance of Globsyn Business School. He worked there for 12 years and became Dean and played a key role in making it a much sought after institute. He was Director of J.D. Birla Institute, (JDBI) for more than 5 years. The Institute is affiliated to Jadavpur University. He played a transformational role, making it a much sought after Institute. His areas of core competence are Corporate Finance, Financial Markets, Investment Banking & Financial Services, Security Analysis & Portfolio Management. Many of his research papers have been published in refereed journals. He has been a speaker at various seminars organized by various Chambers of Commerce, CII, Institute of Company Secretaries, CMA etc. Dr. J N Mukhopadhyaya has conducted Corporate Training for professionals of Tata Motors, M Junction, Lafarge, McNally Bharat, IBM, Cognizant Technologies, Titan Industries, Exide Industries etc. He is member of BOS of the Department of Management of St Xavier’s College and MCKV Institute. He is presently Professor of Finance at Army Institute of Management and Independent / Non-Executive Director in few companies.
Dr K.P.Krishnan
Independent Director
Helios Trustee Pvt Ltd
Dr. K.P. Krishnan served in the Indian Administrative Service (IAS) for 37 years. In his IAS career, he served in various positions in the Government of Karnataka, the Government of India, and the World Bank. He superannuated from the IAS on 31/12/2019 as Secretary to GOI in the Ministry of Skill Development & Entrepreneurship. In parallel with his government career, Dr. Krishnan has been a strong researcher and academic. Besides being visiting faculty at IIM Bangalore, ISB, and Ashoka University, he held the prestigious Bok Visiting Professorship of Regulation at the University of Pennsylvania Law School in 2012-13. He has served as the IEPF Chair Professor of Economics at the National Council of Applied Economic Research (NAER) New Delhi. At present, he is Honorary Research Professor at the Centre for Policy Research (CPR) New Delhi. Dr Krishnan has chaired and served as a member of several Government of India committees, including the Krishnan Committee on Cross Border Insolvency Rules/Regulation Committee, the Krishnan Committee on Comprehensive Regulation of Credit Rating Agencies, the T K Viswanathan Committee on Reform of Bankruptcy Laws in India; the Rangarajan High-level Expert Committee on Efficient Management of Public Expenditure; High-level Coordination Committee on Financial Markets chaired by the RBI Governor; and the Rajan Committee on Financial Sector Reforms. He is an Independent Director on the Boards of a few other for-profit companies as well as not for profit organizations.
Dinshaw Irani
Associate Director
Mumbai
Dinshaw Irani is the Director & CEO of Helios Capital Asset Management (India) and has overall work experience of 33 years. Prior to this, he was Executive Director at Artemis Advisors (exclusive research advisors to Helios Singapore) for over 14 years, where he led the research process, from industry outlook and idea generation to final recommendation. Prior to joining Artemis in 2005, he was the Principal Portfolio Manager at Sharekhan during 2003-04, setting up their portfolio management services division. Prior to his stint at Sharekhan, Mr. Irani was Vice President in the Asian Emerging Markets team for Alliance Capital in Mumbai for over 3 years covering the consumer and pharmaceutical sectors. Before Alliance, Mr. Irani has worked at Sun F&C Mutual Fund and at Lloyd Securities. Mr. Irani is a graduate in Commerce (Hons.) and holds a post-graduate diploma in Rural Management from the Institute of Rural Management, Anand.
Mr. Ganesh N. Prabhu
Independent Director
Mumbai
Mr. Ganesh N. Prabhu is a professor of strategy at IIM Bangalore. He is a Fellow (PhD) of IIM Ahmedabad, India. His areas of research and teaching are product innovation, strategic management, and entrepreneurship. He has published research in leading journals like Academy of Management Review, Research Policy, IEEE Transactions in Engineering Management, and International Journal of Human Resource Management. He was an invited editorial board member of the Journal of Management USA for three years and is currently on the editorial board of Asian Journal of Management Cases and Journal of Indian Business Studies. He is a nominated member on the India Design Council, on the governing council of the Strategy Academy Knowledge Center Society, on the International Advisory Board of the Center for Advancement of Research Methods and Analysis, USA. He jointly won the Best Paper Award at the Indian Academy of Management Conference in 2020. Earlier he had jointly won the ‘ET-FLAME Best Case Writer Award’ in 2015 and the ‘ET Cases-FLAME Pedagogical Innovation Case Award’ in 2018. He had received the AIMS Best Young Teacher Award in 2000. He has taught top management groups of many leading entities. He has conducted strategy, visioning & innovation workshops for senior executive groups of many leading corporates. Further, he also led customized programmes at IIMB for many reputed organisations of India. He has consulted for the National Dairy Development Board and was involved in reviewing the restructuring plans of HMT Limited, HMT Machine Tools and HMT Tractors. Mr Ganesh N. Prabhu has completed his PG Diploma in rural management from Institute of Rural Management Anand, India, and Bachelor of Science from Elphinstone College, Bombay University, India.
Romesh Sobti
Independent Director
Mumbai
Mr Romesh Sobti is a career banker with 46 years of experience in all 3 sectors of banking - public, foreign and private. He became the Managing Director & CEO of IndusInd Bank Ltd. during 2007-08 and retired from the Bank in 2020. Prior to this assignment, Mr. Sobti was the Executive Vice President – Country Executive, India and Head, UAE and Sub-Continent, at ABN AMRO Bank N.V. He joined ABN AMRO Bank N.V. in November 1990 and over a period of 17 years with the Bank, he was at helm as CEO for 12 years. In his banking career, Mr. Sobti has also been associated with ANZ Grindlays Bank plc (now Standard Chartered Bank) and with State Bank of India prior to that. Mr. Sobti holds a bachelor’s degree (Honours) in Electrical Engineering and has also done his Diploma in Corporate Laws and Secretarial Practice.
Samir Arora
Associate Director (Helios AMC)
Mumbai
Samir Arora is the main founder & fund manager at Helios Capital. From 1998 to 2003, he was the Head of Asian Emerging Markets at Alliance Capital Management in Singapore (both fund management and research, covering 9 markets). From 1993 to August 2003, Mr. Arora was the Chief Investment Officer of Alliance Capital’s Indian mutual fund business and, along with managing Alliance Capital’s Asian Emerging Markets mandates, managed all of Alliance Capital’s India-dedicated equity funds. In 1993, Mr. Arora relocated to Mumbai from New York as Alliance Capital’s first employee in India to help start its Indian mutual fund business. He also managed ACM India Liberalization Fund, an India-dedicated offshore fund since its inception in 1993 till August 2003. Prior to 1993, he worked with Alliance Capital in New York as a research analyst. At Alliance Capital, India-dedicated mutual funds managed by Mr. Arora received over 15 awards during his tenure, including AAA rating from Standard and Poor’s Micropal for four years in a row (1999 to 2003) for the India Liberalization Fund. In 2002, he was voted as the most astute equity investor in Singapore (rank: 1st) in a poll conducted by The Asset magazine. Helios Strategic Fund has been nominated for the Best India Fund by Eurekahedge in 2006, 2007, 2008, 2010, 2011, 2013, 2015, 2016, 2018 & 2020 and has won the award four times. Helios Strategic Fund has also received the AsiaHedge Award 2018 for its long-term (five years) performance. Mr. Arora has done his engineering from the Indian Institute of Technology, New Delhi and is an MBA (gold medalist) from the Indian Institute of Management, Calcutta. He also received a master’s degree in finance from the Wharton School, University of Pennsylvania and was a recipient of the Dean’s scholarship for distinguished merit while at Wharton. Mr. Arora’s philanthropic interests are in the areas of helping children, elderly, and the differently abled individuals. He is one of the Founders of Ashoka University, Haryana, India and has also funded a lifetime student bursary at Singapore University of Technology and Design. Mr. Arora has total investing experience of over 29 years.
Nawal Gupta
Associate Director
Mumbai
Nawal Gupta is the Chief Operating Officer of Helios Capital Management Pte. Ltd., Singapore and has been with the firm since 2007. Prior to joining Helios, Mr. Gupta was the Head of Fund Administration, Settlements and Custody at DSP Investment Managers in India from 2001 to 2007. Prior to joining DSP Investment Managers, he worked in Citibank’s Corporate Banking team as Risk Manager from 2000 to 2001. Before his time at Citibank, Mr. Gupta held the designation of Senior Manager, Operations at Prudential ICICI Asset Management Co. Ltd. Nawal Gupta is a Chartered Accountant and a Cost & Works Accountant from India.
Mr. Dinshaw Irani
Chief Executive Officer & Director
Mumbai
Mr. Dinshaw Irani is a Graduate in Commerce (Hons.) and holds a post-graduate diploma in Rural Management from the Institute of Rural Management, Anand. He has total investing experience of 29 years. Prior to Joining Helios AMC in 2019, he was Executive Director at Artemis Advisors (exclusive research advisors to Helios Singapore) for over 14 years. As the head of Artemis Advisors, Mr. Dinshaw led the research process, from industry outlook and idea generation to final recommendation. Prior to joining Artemis in 2005, he was the Principal Portfolio Manager at Sharekhan during 2003-04, setting up their portfolio management services division. Prior to his stint at Sharekhan, he was Vice President in the Asian Emerging Markets team for Alliance Capital in Mumbai for over 3 years covering the consumer and pharmaceutical sectors. Before Alliance, Dinshaw has worked at Sun F&C Mutual Fund and at Lloyd Securities.
Mr. Kiran Deshpande
COO & CFO
Mumbai
Mr. Kiran Deshpande is a Cost Accountant and Company Secretary by qualification. He is also a Certified Financial Planner and a Fellow Member of Institute of India. He graduated in commerce from Osmania University and did his Masters in Investment Management from Alagappa University. He has also completed a certificate course from Harvard Business School. He has over 3 decades of experience in Financial Services Industry, having worked in General Insurance, Wealth Management & Asset Management Industry. Prior to joining Helios AMC, he was Chief Operating Officer and Chief Financial Officer at Baroda Asset Management for 8 years & prior to that, he was Chief Operating Officer & Director at Deutsche Asset Management, where he worked for over 6 years. Before joining Deutsche Asset Management, he was associated with Birla Sun Life Distribution (BSDL) in various capacities and played a lead role in setting up their corporate insurance distribution business. His work experience is across various functions like Operations, Client Services, Finance, Compliance, Risk, Corporate Secretarial, Product Development, Channel Management, Business Strategy & Planning. Mr. Kiran has managed diverse teams. He was also actively engaged in some of the industry led initiatives.
Mr. Alok Bahl
Chief Investments Officer
Mumbai
Mr. Alok Bahl is the Chief Investment Officer at Helios AMC and holds undergraduate degree in Commerce from Punjab University, Chandigarh, Post Graduate Diploma in Financial Management from K.C. College of Management and a Post Graduate Certificate in Business Management from XLRI Jamshedpur. He has over 32 years of work experience in the areas of investment. He has been a part of Helios Group since its inception in 2005 and was one of the first employees in our Singapore office. For the 18 years that he has been with Helios, Alok has been the second senior most resource in the investments team at Helios Singapore and assisted the fund manager. Prior to joining Helios Group, Alok worked in India with various sell side firms in sales for over 14 years.
Mr. Abhay Modi
Head of Research
Mumbai
Mr. Abhay has done his MBA from the Indian Institute of Management, Ahmedabad and holds a degree in engineering from NIT Rourkela. He has a total investing experience of 26 years. Prior to joining Helios AMC in 2019, Abhay was Executive Director at Artemis Advisors (exclusive advisors to Helios Singapore) for over 12 years. At Artemis Advisors, Abhay was responsible for idea generation and making investment recommendations in the banking, financial services, insurance, infrastructure and capital goods sectors. Before Artemis, Abhay had worked at Reliance Capital, Indian Hotels and Duff & Phelps.
Mr. Abhinav Khemani
Vice President & Head – Compliance
Mumbai
Mr. Abhinav Khemani is a Chartered Accountant and a Commerce Graduate from Rajasthan University. He has over 18 years of experience in Financial Services Industry managing compliance for the Asset Management Companies. Prior to joining Helios AMC, Abhinav was associated with leading mutual funds like HSBC Asset Management, Aditya Birla Sun Life Asset Management, Tata Asset Management and SBI Funds Management. His expertise lies in managing compliance comprehensively and handling different Audits & Inspections.
Mr. Deviprasad Nair
Head of Business
Mumbai
Mr. Deviprasad Nair has done his Master’s in Financial Markets & Investments from Skema Business School, France and an MBA in Marketing from CMRIT, Bangalore. He is a seasoned financial services industry professional with over 19 years’ experience in Institutional /Retail Sales & Distribution, Direct Sales, and setting up of strategic business units within the asset management industry in India. Prior to joining Helios AMC, Deviprasad led the Sales & Business Development for PMS & AIF at ICICI Prudential Asset Management Company, responsible for the business P&L. Previously, he has also worked at Aditya Birla Sun life Mutual Fund and HSBC Mutual Fund. In Jan 2020, National Institute of Securities Market India (NISM) invited Deviprasad to be part of NISM Series XXI-A: PMS Distributors and NISM Series XXI-B: Portfolio Managers Certification Examination Committee. Deviprasad has authored academic papers on the impact of globalisation on Emerging Markets and on the CPEC (China Pakistan Economic Corridor) Project.
Mr. Apurva Sharma
Vice President & Fund Manager
Mumbai
Mr. Apurva Sharma is a CFA Charter holder, Bachelor of Engineering (InfoTech) from Mumbai University and a post-graduate diploma holder in Finance from Welingkar’s Institute, Mumbai. He has an overall experience of more than 15 years handing various roles in financial service industry. In his previous role, he worked with PGIM India AMC, where he was a Research Analyst for close to 5 years. Apurva has also worked with Edelweiss, ICICI Group, Anand Rathi & Centrum Group.
Mr. Vilas Solanki
Head of Operations, and Investor Relationship Officer
Mumbai
Mr. Vilas Solanki is a Commerce Graduate from Mumbai University and is a post graduate having completed his Investment Management Course from NMIMS. Prior to joining Helios AMC, he was Heading Operations and Customer Service at Navi AMC Limited (erstwhile Essel Finance AMC Ltd and Peerless Funds Management Co. Ltd) and has been part of the Operations function in other fund houses like ING Mutual Fund, Zurich India Mutual Fund and GIC Mutual Fund spanning over 27 years. His core competence has been leading a team, setting and devising robust processes, understanding operations in order to meet the client’s end requirements.
Ms. Heena Parag
Head – Risk Management
Mumbai
Heena is an Executive MBA from IIM, Kozhikode and had done her Master's in Commerce from Mumbai University.

Heena has rich experience of over 18 years in diverse areas of Finance. She has handled functions including risk management and surveillance, compliance, operations management and business process improvements, accounting and budgeting. She has worked with both Corporate and Government.

Before joining Helios Capital Asset Management (India) Private Limited, she was working with White Oak Capital for over 6 years and handled the Risk function for Mutual Fund Operations and prior to that handled the AIF Operations there. She has handled the Risk Function at Ambit Capital and Brics Securities too.

Her other stints were with PHD Chamber of Commerce and Industry, PHED, Govt of Bihar (for a World Bank assisted project) and IIFL.
Sanjeev Aga
Independent Director
Sanjeev Aga has over four decades of experience in the corporate world. Until 2011, he was the Managing Director of Idea Cellular. Prior to that, he was the Managing Director of Aditya Birla Nuvo and before that Managing Director of VIP Industries (now BlowPlast). He started his career with Asian Paints where he spent his first nine years. In 2009, Mr. Aga received on behalf of Idea Cellular, the ET Award for The Emerging Company of the Year. In 2010, Mr. Aga was shortlisted for the Indian of the Year, by Forbes Magazine. The Scindia School conferred upon Mr. Aga, the Madhav Award 2014 for the Old Boy Of Eminence. Mr. Aga now engages in advisory and board roles for reputed corporates and not-for-profits. Mr. Aga is a Director on the Board of listed companies like Larsen & Toubro Ltd., LTI Mindtree Limited, Pidilite Industries Ltd and Mahindra Holidays and Resorts India Ltd. Mr. Aga did his schooling from Scindia School, Gwalior, graduated with Physics Honours from St Stephen’s College, Delhi, and post- graduated in management from IIM Calcutta.
Abhijit Raha
Independent Director
Mr. Abhijit Raha is associated with financial services for around four decades across a various spectrum of roles, with rich experience in equities, foreign-exchange and investment banking. He is Senior Advisor at Pivotscapes, a Singapore based Consultancy that focuses on business transformation. Mr. Raha was the Chief Executive Officer of BNP Paribas Securities Singapore Pte Ltd. until 2017. Prior to this, he was in a similar role in India where he was tasked with setting up the Equities and Investment Banking functions for BNP Paribas. Before joining, BNP Paribas, Mr. Raha was Co- Founder and CEO of an India specific absolute return fund - Cornerstone Asia Investments, based in Singapore & run in partnership with Bank Julius Baer, Zurich. He was instrumental in the growth of CLSA's operations in India and South-East Asia, having spent six years in India as CEO, building the organisation from scratch; and four years as CEO for Singapore and Malaysia. Mr. Raha is a Chartered Accountant from the Institute of Chartered Accountants of India and has a Bachelor’s Degree in Commerce (Hons.) from the University of Calcutta, India.
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