Mr. Alok Bahl holds Undergraduate degree in Commerce, Post Graduate Diploma in Financial Management and Post Graduate Certificate in Business Management. Prior to joining Helios Capital Asset Management (India) Private Limited in April 2023 as CIO, he was a senior member of the investments team at Helios Capital Management Pte. Ltd., Singapore for 18 years. Prior to joining HeliosGroup, Alok worked in India with various sell side firms in sales for over 14 years.
Here is the list of funds managed by Alok Bahl
Scheme Name | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - Flexi Cap | 15.26 | 8,748 | -0.78 | NA | |
| Equity - Mid Cap | 13.37 | 2,229 | 5.69 | NA | |
| Equity - Small Cap | 11.15 | 1,737 | NA | NA | |
| Equity - Large & Mid Cap | 10.97 | 1,473 | -0.63 | NA | |
| Debt - Overnight | 1,185.47 | 293 | 5.09 | NA | |
| Hybrid - Dynamic Asset Allocation/Balanced Advantage | 11.52 | 288 | -1.71 | NA | |
| Equity - Sectoral/Thematic | 11.25 | 211 | -4.58 | NA | |
| Hybrid - Arbitrage | 10.33 | 134 | NA | NA |
Source: Dion Global
Here is the list of all funds offered by Helios Mutual Fund
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Source: Dion Global
Oct 8, 2026
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Source: Dion Global
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