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Helios Mutual Fund for NRIs - Top Funds, AUM, Returns 2024

Helios Capital Asset Management (India) Private Limited is a Arbitrage mutual fund scheme from Helios Capital Asset Management (India) Private Limited. This fund has been in existence for 9 yrs 10 m, having been launched on 01/01/2013. Helios Capital Asset Management (India) Private Limited has ₹9,008 Crores worth of assets under management (AUM) as on 30/09/2022 and is medium-sized fund of its category. The fund has an .

Helios Capital Asset Management (India) Private Limited is a mutual fund scheme from Helios Capital Asset Management (India) Private Limited. This fund has been in existence for 9 yrs 10 m, having been launched on 01/01/2013. Helios Capital Asset Management (India) Private Limited has ₹9,008 Crores worth of assets under management (AUM) as on 30/09/2022 and is medium-sized fund of its category. The fund has an Avg 1 year Return of Kotak Mutual Fund is 15.34%

Best Helios Mutual Funds for NRIs

Fund NameCategoryRisk1Y ReturnFund Size
Helios Flexi Cap Fund Regular GrowthEquityvery high Risk34.65%2,145.27 Cr
Helios Balanced Advantage Fund Regular GrowthAllocationvery high Risk0.00%249.3 Cr
Helios Large & Mid Cap Fund Regular GrowthEquityvery high Risk0.00%178.8 Cr
Helios Financial Services Fund Regular GrowthEquityvery high Risk0.00%127.06 Cr
Helios Overnight Fund Regular GrowthMoney Marketlow Risk6.61%109.86 Cr

How can NRIs invest in Helios Capital Asset Management (India) Private Limited?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Helios Capital Asset Management (India) Private Limited
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions

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