Helios Flexi Cap Fund - Direct (G) vs SBI Low Duration Fund - Direct (G)

Helios Flexi Cap Fund - Direct (G) vs SBI Low Duration Fund - Direct (G)

stock1

Helios Flexi Cap Fund - Direct (G)

7.29%

stock2

SBI Low Duration Fund - Direct (G)

6.02%

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About Fund

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Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Very High Risk

5000

7577.33

-

15.82

October 23, 2023

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Moderate Risk

5000

13585.88

0.57

3880.0238

January 1, 2013

0.5

-

-

7.29 %

6.47 %

7.28 %

6.02 %

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.

Rajeev Radhakrishnan

B.E. (Production), MMS (Finance), Cleared Level 2 of the CFA exam conducted by CFA Institute, USA.

Total experience of 17 years in funds management. Around 8 years in Fixed Income funds management and dealing. Previously he was associated with UTI Asset Management Company Ltd. as Co - Fund Manager Past experiences: SBI Funds Management P. Ltd - (From June 09, 2008 onwards) Co- Fund Manager - UTI Asset Management Company Limited (June 2001-2008)

Sudhir Agrawal

M.Com., PGDBA(Finance), CFA

Mr Sudhir Agrawal joined UTI AMC in 2009 after 8 years of experience. He has previously worked with CARE (Credit Analysis and Research Ltd.), Transparent Value LLC and Tata Asset Management Company Ltd in different roles. He is presently Fund Manager for UTI Treasury Advantage Fund, UTI Floating Rate Fund STP and UTI Short Term Income Fund.

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