Fund manager · Helios

Alok Bahl

Chief Investment Officer at Helios. Runs 8 schemes worth ₹15,371 Cr.

Fund house
HeliosThey run their schemes at Helios.
AUM they run
₹15,371 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.
Schemes
8 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.
Experience
34 years34 Years

What Alok Bahl's schemes hold^{(Mar 2024 – Sept 2026)}

What Alok Bahl's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	174 companies ·	₹ Cr
	One 97 Communications Limited	533
	HDFC Bank	482
	ICICI Bank	466
	Eternal Limited	449
	ADANI PORT AND SPECIAL ECONOMIC ZONE LTD	420
	Coforge Limited	341
	Kotak Mahindra Bank Limited	330
	Bajaj Finance Limited	306
	State Bank of India	306
	Adani Enterprises	282
	Syrma SGS Technology Limited	280
	Phoenix Mills Limited	268
	Ather Energy Limited	266
	Titan Co Ltd	266
	Multi Commodity Exchange of India Limited	255
	Bharat Electronics	248
	Torrent Pharmaceuticals Limited	227
	MOTILAL OSWAL FINANCIAL SERVICE LTD	217
	Larsen and Toubro	215
	360 One Wam Limited	207
	Reliance Industries	205
	Cummins India	186
	Cartrade Tech Limited	184
	Delhivery Limited	181
	Shriram Finance Limited	180
	GMR Airport Ltd	172
	Billionbrains Garage Ventures Ltd	162
	PNB Housing Finance Limited	160
	Apollo Hospitals Enterprise Limited	159
	K P R Mill Limited	158
	Swiggy Limited	155
	ICICI Prudential Asset Management Company Limited	153
	Fortis Healthcare Limited	150
	Indian Hotels Co	148
	Physicswallah Ltd	148
	Honasa Consumer Limited	146
	Bharti Airtel Limited	144
	Page Industries	140
	Marico	140
	Cholamandalam DBS Finance	139
	Saregama India Limited	138
	Dewan Housing Finance Corporation Ltd	133
	Magma Fincorp Limited	129
	Gokaldas Exports Limited	121
	Siemens Energy India Limited	117
	National Building Construction Corp	116
	Interglobe Aviation Limited	115
	Apar Industries Limited	115
	Lalithaa Jewellery Mart Ltd	111
	Piramal Pharma Limited	105

One 97 Communications Limit…
HDFC Bank

Market value of each ticked company across the schemes Alok Bahl runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	One 97 Communications Limited	HDFC Bank
Sept 2025	₹178 Cr	₹338 Cr
Oct 2025	₹207 Cr	₹352 Cr
Nov 2025	₹224 Cr	₹406 Cr
Dec 2025	₹271 Cr	₹398 Cr
Jan 2026	₹250 Cr	₹367 Cr
Feb 2026	₹249 Cr	₹367 Cr
Mar 2026	₹219 Cr	₹409 Cr
Apr 2026	₹278 Cr	₹370 Cr
May 2026	₹286 Cr	₹300 Cr
Jun 2026	₹312 Cr	₹406 Cr
Jul 2026	₹412 Cr	₹374 Cr
Aug 2026	₹540 Cr	₹304 Cr
Sept 2026	₹533 Cr	₹482 Cr

Fig. 1.Market value of each ticked company across the schemes Alok Bahl runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	51	40.42

Mid Cap	40	28.40

Small Cap	75	24.80

Unlisted	7	2.47

Other equity	1	0.050

Cash & others		3.87

Sectors

Companies

Fig. 2.What the schemes this manager runs hold, all together, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

What Alok Bahl bought and sold^{(Oct 2025 – Sept 2026)}

What Alok Bahl bought and sold. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.