Fund Tracker
Fund managersHelios Mutual Fund

Devesh Kumar Bhatt

Schemes

1 tracked schemes
SchemeFund houseRole, as filedSinceRead
Helios Balanced Advantage FundHelios Mutual Fund——29 Sep 2026

From each scheme's summary document on AMFI's site (scheme details), read on the date shown. A scheme can have several managers; each change below counts for every manager named on it.

Added, Aug 2026

4 stocks · largest 4 by value
StockSchemesNet, share count × price
TITAN1+₹2.9 cr
PHOENIXLTD1+₹1.4 cr
CHOLAFIN1+₹0.72 cr
SHRIRAMFIN1+₹0.72 cr

Cut, Aug 2026

4 stocks · largest 4 by value
StockSchemesNet, share count × price
BHARTIARTL1−₹6.0 cr
MUTHOOTFIN1−₹3.5 cr
HDFCBANK1−₹3.2 cr
RELIANCE1−₹2.4 cr

Each scheme's change in shares from the month before, at its month-end price, summed over this manager's schemes; a split or bonus (ISIN changed) is left out. Source: the AMC monthly portfolios.