Fundalysisby DARKHORSESTOCKS

Fund manager · Helios

Devesh Kumar Bhatt

Fund Manager and Dealer – Fixed Income Securities at Helios. Runs 2 schemes worth ₹562 Cr.

  • Fund house

    HeliosThey run their schemes at Helios.

  • AUM they run

    ₹562 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

    2 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Jun 2026.

  • Experience

    4 years4 Years

Profile(Helios's SAI, 30 Jun 2026)

About

Role
Fund Manager and Dealer – Fixed Income Securities
Studied
CFA Level III Cleared (August 2023) Master of Commerce (Accountancy) Bachelor of Management Studies (Finance)
Age
28 years
Experience
4 Years

Schemes now2

  1. Helios Overnight Fund₹297 Cr
  2. Helios Balanced Advantage Fund₹265 Cr

AUM they run(Jun 2026 – Sept 2026)

AUM at month end each month, and its change on the month before
4 months₹ CrChange
Sept 2026562−3.4%
Aug 2026582+3.5%
Jul 2026563+9.1%
Jun 2026516–
AUM at month end, Sept 2026
₹562 Cr
+9.0% since Jun 2026
Fig. 1.The AUM of the schemes Devesh Kumar Bhatt ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Jun 2026 – now)

  1. Overnight Fund
  2. Balanced Advantage Fund
Helios
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Jun 2026 – now)

Helios

2 now · since Jun 2026
  1. Helios Overnight Fund
    Co-managerJun 2026—5m₹297 CrOvernightTER 0.17%
  2. Helios Balanced Advantage Fund
    Fund manager, debtJun 2026—5m₹265 CrBalanced AdvantageTER 1.32%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(2 schemes)

Growth · Direct plans

Return as manager
–
Beat peers
–
vs peers
–
Longest run
0.4 years
Beat benchmark
Upcoming
Each scheme Devesh Kumar Bhatt ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Helios Balanced Advantage Fund
Jun '26–now · 0.4y
+0.69%+0.60%+0.10 pt––
Helios Overnight Fund
Jun '26–now · 0.4y
+1.81%+1.86%−0.05 pt––
Fig. 1.Each scheme Devesh Kumar Bhatt ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Alok BahlOvernight Fund · Balanced Advantage Fund2 schemes
  2. Pratik SinghBalanced Advantage Fund1 scheme

Career(Sept 2018 – now)

Helios Capital Asset Management (India) Private Limited

  1. Position not stated
    May 2026—6m

Manager (Fixed Income). Acko Life Insurance Limited

  1. Position not stated
    Jan 2025—May 20261y 5m

Investment Analyst SBI DHFL Limited

  1. Position not stated
    Oct 2023—Jan 20251y 4m

Deputy Manager – Institutional Sales. Lalit Mohan Bhatt & Associates

  1. Position not stated
    Jun 2022—Oct 20231y 5m

Financial Assistant. Kotak Mahindra Bank Limited

  1. Position not stated
    Sept 2018—Mar 20197m

Source.Helios's Statement of Additional Information, as of 30 Jun 2026.