Archive · 31 Jul 2026
Samir Arora’s Helios Flexi Cap Fund Achieves 18.5% CAGR
Samir Arora, a veteran fund manager, started a new fund called Helios Flexi Cap Fund in India.
The fund has grown a lot, earning about 18.5% per year for almost three years.
It picks good companies by rejecting bad ones, a method called Elimination Investing.
Most of the money is in big companies like banks and big Indian firms.
The fund is popular because it does well compared to other similar funds.
Helios Flexi Cap Fund launched November 2023 and now manages over Rs 7,577 crore (June 2026).
The fund has delivered a 18.5% compounded annual growth rate over 2 years 9 months (as of 28 July 2026).
Performance outpaces the category median and the BSE 500 TRI in short‑term periods.
The fund uses Samir Arora’s Elimination Investing framework, focusing on rejecting weak companies.
Portfolio is 99% equities, 68 stocks, with 59% large‑cap, 23% mid‑cap, 17% small‑cap; top holdings include Adani Ports, HDFC Bank, ICICI Bank, Eternal, and Reliance.
- Who
- Samir Arora, Helios Mutual Fund managers Alok Bahl and Pratik Singh
- What
- Helios Flexi Cap Fund, a mutual fund scheme
- When
- Launched November 2023; performance reported up to 28 July 2026
- Where
- India, managed by Helios Mutual Fund headquartered in Singapore
- Why
- To provide growth‑oriented, risk‑managed equity exposure using elimination investing
- Fund Name
- Helios Flexi Cap Fund
- Launch Date
- November 2023
- AUM (June 2026)
- Rs 7,577 crore
- CAGR (2y9m)
- 18.5%
- Investment Strategy
- Elimination Investing (EI)