Helios Flexi Cap Fund - Direct (G) vs Invesco India Liquid Fund - Direct (G)

Helios Flexi Cap Fund - Direct (G) vs Invesco India Liquid Fund - Direct (G)

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Helios Flexi Cap Fund - Direct (G)

7.29%

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Invesco India Liquid Fund - Direct (G)

6.37%

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About Fund

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-

Deutsche Bank AG

Computer Age Management Services Pvt. Ltd.

Very High Risk

5000

7577.33

-

15.82

October 23, 2023

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Low to Moderate Risk

1000

20579.54

0.1

3867.511

January 1, 2013

0

-

-

7.29 %

6.25 %

6.96 %

6.37 %

Alok Bahi

Undergraduate degree in Commerce from Punjab University, Chandigarh, Post Graduate Diploma in Financial Management from K.C. College of Management Post Graduate Certificate in Business Management from XLRI Jamshedpur.

Over 32 years of experience: Mr. Alok has been associated with Helios Group since 2005. Prior to joining Helios Capital Asset Management (India) Private Limited in April 2023 as CIO, he was a senior member of the investments team at Helios Capital Management Pte. Ltd., Sin-gapore for 18 years. Prior to joining Helios Group, Alok worked in India with various sell side firms in sales for over 14 years.

Krishna Cheemalapati

BE from Andhra University, PGDBA from ICFAI business school & CFA from ICFAI.

He has over 20 years' experience in the Fixed Income market. In his last assignment, He was associated with Reliance General Insurance as Chief Investment Officer for around 2 years. He has also worked with ICAP India Pvt. Ltd. for almost 8 years as a fixed income dealer.

Prateek Jain

CFA - (CFA Institute USA), M Com - (Mumbai University), BMS - (Mumbai University)

Prateek Jain, CFA, is an experienced investment professional with a strong background in fixed-income portfolio management and trading. In his previous organisation, Invesco Asset Management, he served as a Fund Manager and Fixed-Income Dealer, overseeing liquid fund and overnight fund as Fund Manager. His responsibilities included duration and asset allocation strategies, yield-curve positioning, daily cash-flow management, and trading. Prior to this, Prateek was a Fixed-Income Dealer at PNB Asset Management Company, where he contributed to debt fund management, executed trades in government securities, corporate bonds, and money-market instruments, and prepared daily portfolio and compliance reports. Earlier in his career, he worked in Fixed-Income Origination at Taurus Corporate Advisory Services, managing private placements of debt instruments and institutional client relationships. He also held the role of Risk Officer in Prime Brokerage Services at Edelweiss Capital, gaining valuable experience in risk management and operational processes.

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