Alok Bahl
Alok Bahl is named as a fund manager on 8 schemes holding ₹13,715 Cr in assets at Helios Mutual Fund, with the earliest recorded start in 2023.
Manager names and start dates come from fund-house disclosures and cover the schemes where we hold that data. A manager is often one of several named on a scheme, so fund performance is not attributable to any single individual.
Helios Mutual Fund (8 funds)
| # | |||||||
|---|---|---|---|---|---|---|---|
| 1 | Helios Flexi Cap Fund - Direct Plan - Growth OptionSilver | Flexi Cap Fund | ₹8,055 Cr | +10.91% | — | 0.83% | 2023 |
| 2 | Helios Mid Cap Fund - Direct Plan - Growth OptionSilver | Mid Cap Fund | ₹1,951 Cr | +17.74% | — | 1.00% | 2025 |
| 3 | Helios Small Cap Fund - Direct Plan - Growth Option | Small Cap Fund | ₹1,455 Cr | — | — | 0.92% | 2025 |
| 4 | Helios Large & Mid Cap Fund - Direct Plan - Growth OptionBronze | Large & Mid Cap Fund | ₹1,382 Cr | +9.73% | — | 1.08% | 2024 |
| 5 | Helios Balanced Advantage Fund- Direct Plan- Growth Option | Dynamic Asset Allocation or Balanced Advantage | ₹291 Cr | +5.98% | — | 1.33% | 2024 |
| 6 | Helios Overnight Fund - Direct Plan - Growth Option | Overnight Fund | ₹271 Cr | +5.16% | — | 0.17% | 2023 |
| 7 | Helios Financial Services Fund - Direct Plan - Growth Option | Sectoral/Thematic | ₹203 Cr | +3.72% | — | 1.14% | 2024 |
| 8 | Helios Arbitrage Fund - Direct Growth | Arbitrage Fund | ₹105 Cr | — | — | 1.95% | 2026 |
Badges are our own quality tiers — Platinum (top 10%), Gold (25%), Silver (50%), Bronze (75%) — scored within each sub-category, so they compare a fund with its peers and not with funds of a different type. Click any column heading to re-sort — including the fund name, which groups a house’s funds together. Funds with no value for a column sort last. Returns over 1 year are annualised (CAGR). Past performance does not indicate future returns. “Since” is the year this manager was first named on the scheme.