NOTLISTED2026-03-31TransactionUnderSubRegulation16BOfRegulation25Domain4NOTLISTED2026-01-012026-03-31NOTLISTED2026-03-31TransactionUnderSubRegulation16BOfRegulation25Domain3NOTLISTED2026-03-31TransactionUnderSubRegulation16BOfRegulation25Domain6NOTLISTED2026-03-31TransactionUnderSubRegulation16BOfRegulation25Domain5NOTLISTED2026-03-31NOTLISTED2026-03-31TransactionUnderSubRegulation16BOfRegulation25Domain2NOTLISTED2026-03-31TransactionUnderSubRegulation16BOfRegulation25Domain1iso4217:INR

Alignment of Interest - Regulation 25 (16B)


Helios Capital Asset Management (India) Pvt. Ltd.

General information

SEBI Reg.No*MF/079/23/05
BSE Company code*305130
NSE Symbol*NOTLISTED
MSEI Symbol*NOTLISTED
Name of the Mutual Fund*Helios Mutual Fund
Reporting type*Quarterly
Date of start of financial year*01-04-2025
Date of end of financial year*31-03-2026
Reporting Quarter*Fourth quarter
End date of reporting quarter*31-03-2026
Notes

Quarterly Disclosures as per regulations 25 (16B)

SR.Name of Scheme*ISIN*Invested Value (Rs. in Lakhs)*
1Helios Flexi Cap Fund - Direct GrowthINF0R870104616.17
2Helios Balanced Advantage Fund-Direct GrowthINF0R87011450.85
3Helios Financial Services Fund - Direct GrowthINF0R87012020.56
4Helios Large and Midcap Fund - Direct GrowthINF0R87012691.87
5Helios Mid Cap Fund - Direct GrowthINF0R87013273.18
6Helios Small Cap Fund - Direct GrowthINF0R87013841.79