Mutual Funds Managed by Alok Bahl
Updated June 2026 · 5 active funds · data from AMFI NAVs
Alok Bahl manages or co-manages 5 mutual fund schemes tracked on FindMF, across Helios. The table below lists those funds with returns, risk metrics and real expense ratios, all computed independently from AMFI daily NAVs. Manager attribution comes from fund disclosures; co-managed funds appear under each named manager. This page aggregates a manager's schemes for reference - it is not a rating of the manager or a recommendation.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Helios Overnight Fund Helios | +5.19% | - | - | - | 0.0% | 0.13% | ₹283 Cr |
| 2 | Helios Large & Mid Cap Fund Helios | +2.65% | - | - | 0.06 | -18.0% | 0.74% | ₹703 Cr |
| 3 | Helios Flexi Cap Fund Helios | +2.41% | - | - | 0.58 | -18.2% | 0.54% | ₹6.0K Cr |
| 4 | Helios Balanced Advantage Fund Helios | -0.09% | - | - | 0.01 | -11.1% | 0.93% | ₹312 Cr |
| 5 | Helios Financial Services Fund Helios | -5.82% | - | - | 0.01 | -17.7% | 0.93% | ₹203 Cr |
Ranked by trailing return (3Y where available, else 1Y). Manager attribution from fund disclosures. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.