Helios Mutual Fund, led by Deviprasad Nair, marks over two years in the mutual fund space, focusing on equity strategies and expanding its distribution network.

Helios Mutual Fund completes 2 years; flags potential multi

Helios Mutual Fund has completed two years of operations in the mutual fund space and may consider entering the multi-asset segment at a later stage, said Deviprasad Nair, Head of Business (MF, AIF, PMS) at Helios India.

The fund house, which launched its mutual fund business in 2023, is evaluating a multi-asset strategy to offer investors exposure across asset classes through a single product, Nair said, adding that any such move would be approached selectively.

“We may look at a multi-asset strategy at some stage, but our approach will remain measured,” he said, noting that the focus continues to be on maintaining clarity and consistency in existing offerings.

Helios MF has positioned itself as a boutique, equity-focused player with a limited set of products. Its current portfolio spans core equity categories such as flexi-cap, balanced advantage, large & midcap, midcap and small cap funds.

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The fund house has been expanding its distribution footprint and is currently present across major banking platforms, supported by a network of over 16,000 distributors. It operates in more than 30 markets and plans to gradually widen its reach.

On the investment side, the firm follows a bottom-up stock selection approach, backed by a 13-member investment and research team, with an emphasis on long-term compounding.

Nair said the mutual fund industry in India offers significant headroom for growth over the next decade. Within this backdrop, Helios MF aims to scale its assets over time, while keeping its product strategy focused and selective.