Fundalysisby DARKHORSESTOCKS

Fund manager · Helios

Pratik Singh

Fund Manager - Equities at Helios. Runs 7 schemes worth ₹15,074 Cr.

  • Fund house

    HeliosThey run their schemes at Helios.

  • AUM they run

    ₹15,074 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

    7 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.

  • Experience

    12 years12 Years

Profile(Helios's SAI, 30 Jun 2026)

About

Role
Fund Manager - Equities
Studied
MBA in Finance from Welingkar Institute, Mumbai BE (Mechanical) from University of Pune.
Age
36 years
Experience
12 Years

Schemes now7

  1. Helios Flexi Cap Fund₹8,784 Cr
  2. Helios Mid Cap Fund₹2,348 Cr
  3. Helios Small Cap Fund₹1,885 Cr
  4. Helios Large Mid Cap Fund₹1,463 Cr
  5. Helios Balanced Advantage Fund₹265 Cr
  6. Helios Financial Services Fund₹196 Cr
  7. and 1 more, all below

AUM they run(Nov 2024 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202615,074+1.7%
Aug 202614,820+10.2%
Jul 202613,444+7.1%
Jun 202612,554+12.9%
May 202611,122+6.5%
Apr 202610,444+18.8%
Mar 20268,794−6.5%
Feb 20269,409+5.2%
Jan 20268,942+0.3%
Dec 20258,918+23.0%
Nov 20257,251+12.1%
Oct 20256,466+14.0%
AUM at month end, Sept 2026
₹15,074 Cr
+133.1% since Oct 2025
Fig. 1.The AUM of the schemes Pratik Singh 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(Mar 2024 – now)

  1. Balanced Advantage Fund
  2. Flexi Cap Fund
  3. Financial Services Fund
  4. Large Mid Cap Fund
  5. Mid Cap Fund
  6. Small Cap Fund
  7. Arbitrage Fund
Helios20252026
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(Mar 2024 – now)

Helios

7 now · since Mar 2024
  1. Helios Flexi Cap Fund
    Co-managerApr 2024—2y 7m₹8,784 CrFlexi CapTER 0.86%
  2. Helios Balanced Advantage Fund
    Fund managerMar 2024—2y 8m₹265 CrBalanced AdvantageTER 1.32%

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

Performance(7 schemes)

Growth · Direct plans

Return as manager
+6.20%
Beat peers
3 of 5
vs peers
+3.01 pt
Longest run
2.5 years
Beat benchmark
Upcoming
Each scheme Pratik Singh 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
Mar '24–now · 2.5y
+5.59%+5.89%−0.30 pt––
Helios Flexi Cap Fund
Apr '24–now · 2.5y
+10.02%+7.01%+3.01 pt––
Helios Financial Services Fund
Jun '24–now · 2.3y
+5.08%+8.01%−2.93 pt––
Helios Large Mid Cap Fund
Nov '24–now · 1.9y
+6.20%+1.62%+4.58 pt––
Helios Mid Cap Fund
Mar '25–now · 1.6y
+21.13%+14.13%+7.01 pt––
Helios Small Cap Fund
Nov '25–now · 0.9y
+13.25%+10.43%+2.81 pt––
Helios Arbitrage Fund
Mar '26–now · 0.6y
+3.30%+3.62%−0.32 pt––
Fig. 1.Each scheme Pratik Singh ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Alok BahlFlexi Cap Fund · Mid Cap Fund · Small Cap Fund · Large Mid Cap Fund · Balanced Advantage Fund · Financial Services Fund · Arbitrage Fund7 schemes
  2. Devesh Kumar BhattBalanced Advantage Fund1 scheme

Career(Feb 2024 – now)

Helios Capital Asset Management (India) Private Limited

  1. Position not stated
    Feb 2024—2y 9m

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