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Helios Mutual Fund Reaches ₹15,000 Crore AUM Amid Expansion

Helios Mutual Fund Reaches ₹15,000 Crore AUM Amid Expansion
From ₹670 crore to ₹15,000 crore: How Helios Mutual Fund scaled up in under three years · businesstoday.in

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.

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”
businesstoday.in
“Our growth journey has been powered by the trust of investors and the strong support of our distribution partners across the country”
businesstoday.in

Sources

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