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Helios Mutual Fund Reaches ₹15,000 Crore AUM Amid Expansion
Helios Mutual Fund has grown its money managed for investors to about ₹15,000 crore.
It started at around ₹670 crore in November 2023.
Most of its money is invested through equity-focused schemes.
The fund house says investors trust its investment approach and processes.
Its approach includes checking investments using eight screening factors.
Helios has also expanded its network of distributors, banks and other partners.
This helps it reach investors in more than 15,000 pin codes, including smaller cities.
However, most of its assets still come from the five biggest cities.
The company now needs to keep growing while following its investment discipline.
Helios Mutual Fund’s assets under management reached approximately ₹15,000 crore as of August 25, 2026.
Its AUM grew nearly 22-fold from ₹670 crore in November 2023.
Equity-oriented schemes contributed about ₹14,356 crore, or more than 95% of total AUM.
Helios MF has more than 18,900 distributors, 26 banks and 380 distribution partners.
About 86% of its assets come from India’s top five cities despite coverage of more than 15,000 pin codes.
- Who
- Helios Mutual Fund, led by Helios India MD and CEO Dinshaw Irani and chief business officer Deviprasad Nair.
- What
- The fund house’s AUM rose to approximately ₹15,000 crore.
- Where
- India, with the fund house reaching investors across more than 15,000 pin codes.
- When
- As of August 25, 2026; the article also compares growth from November 2023.
- Why
- Helios attributed the expansion to investor confidence in its investment philosophy and processes, along with distribution growth.
Key facts
- Total AUM
- Approximately ₹15,000 crore as of August 25, 2026
- Growth since November 2023
- Nearly 22-fold, from ₹670 crore
- Equity-oriented AUM
- Approximately ₹14,356 crore, or more than 95% of total AUM
- Hybrid AUM
- Approximately ₹425 crore
- Debt-oriented AUM
- Approximately ₹285 crore
- Distribution network
- More than 18,900 distributors, 26 banks and 380 national and regional partners
- Geographic concentration
- The top five cities account for about 86% of AUM
Quotes
Deviprasad Nair
Chief business officer of Helios MF
“This milestone reflects the confidence investors have placed in our investment philosophy and processes. We have achieved this growth across varying market conditions by staying committed to our Elimination Investing framework (EI), which focuses on 8 screening factors”
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“Our growth journey has been powered by the trust of investors and the strong support of our distribution partners across the country”
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