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

What Devesh Kumar Bhatt's schemes hold^{(Jun 2026 – Sept 2026)}

What Devesh Kumar Bhatt's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	56 companies ·	₹ Cr
	Kotak Mahindra Bank Limited	16.7
	ICICI Bank	14.3
	One 97 Communications Limited	12.9
	ADANI PORT AND SPECIAL ECONOMIC ZONE LTD	12.1
	Eternal Limited	9.9
	Bajaj Finance Limited	7.8
	Divi s Laboratories Limited	7.8
	HDFC Bank	7.1
	State Bank of India	6.8
	Shriram Finance Limited	6.7
	Adani Enterprises	6.7
	Punjab National Bank	6.5
	Bharat Electronics	6.3
	Embassy Office Parks Reit	6.2
	Torrent Pharmaceuticals Limited	4.4
	Idea Cellular	4.4
	PNB Housing Finance Limited	4.3
	Reliance Industries	4
	Axis Bank	4
	ICICI Prudential Asset Management Company Limited	3.9
	Coforge Limited	3.8
	Phoenix Mills Limited	3.8
	Multi Commodity Exchange of India Limited	3.7
	Apollo Hospitals Enterprise Limited	3.6
	Siemens Energy India Limited	3.6
	ABB	3.5
	Indegene Limited	3.5
	Billionbrains Garage Ventures Ltd	3.4
	HDFC Asset Management Co Ltd	3.3
	Bharti Airtel Limited	3.3
	Fortis Healthcare Limited	3.2
	Lalithaa Jewellery Mart Ltd	2.8
	ITC	2.8
	Adani Energy Solutions Limited	2.7
	Power Grid Corporation of India	2.7
	Cipla	2.7
	Larsen and Toubro	2.7
	Titan Co Ltd	2.6
	MOTILAL OSWAL FINANCIAL SERVICE LTD	2.5
	360 One Wam Limited	2.5
	Tata Motors	2.4
	Cholamandalam DBS Finance	2.3
	Interglobe Aviation Limited	2.3
	Saregama India Limited	2.2
	Gokaldas Exports Limited	2.1
	SBI Funds Management Limited	1.8
	National Building Construction Corp	1.8
	Rentomojo Limited	1.6
	Jio Financial Services Limited	1.6
	Coal India	1.4

Kotak Mahindra Bank Limited
ICICI Bank

Market value of each ticked company across the schemes Devesh Kumar Bhatt runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Kotak Mahindra Bank Limited	ICICI Bank
Sept 2025	₹0 Cr	₹0 Cr
Oct 2025	₹0 Cr	₹0 Cr
Nov 2025	₹0 Cr	₹0 Cr
Dec 2025	₹0 Cr	₹0 Cr
Jan 2026	₹0 Cr	₹0 Cr
Feb 2026	₹0 Cr	₹0 Cr
Mar 2026	₹0 Cr	₹0 Cr
Apr 2026	₹0 Cr	₹0 Cr
May 2026	₹0 Cr	₹0 Cr
Jun 2026	₹10.4 Cr	₹14.8 Cr
Jul 2026	₹10.4 Cr	₹15.5 Cr
Aug 2026	₹11.2 Cr	₹15.7 Cr
Sept 2026	₹16.7 Cr	₹14.3 Cr

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

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	35	30.95

Mid Cap	9	7.48

Small Cap	8	2.99

Unlisted	3	1.11

Other equity	1	0.23

Cash & others		57.24

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 Devesh Kumar Bhatt bought and sold^{(Jun 2026 – Sept 2026)}

What Devesh Kumar Bhatt 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.