Helios Mid Cap Fund NFO

               

Helios Mid Cap Fund NFO

Fund Objective - 

• Long Term Capital Appreciation
• Investment in equity and equity related securities predominantly of mid-cap companies.
• No Assurance that the achieved scheme objective.

Basic Details - 

• Minimum SIP - 1000 Rs
• Minimum Lumpsum - 5000 Rs
• NAV - 10 Rs
• Start Date - 20 February 2025
• End Date - 6 March 2025
• Scheme Reopen - 17 March 2025
• Benchmark - NIFTY Midcap 150 Total Return Index (TRI)
• Locking Period - No Locking Period
• Scheme Type - Open Ended
• Plan - Growth
• Exit Load - 1% if redeem / switch more than 10% before 3 month period.
• Stamp Duty - 0.005
• Risk -  High Risk
• Category - Equity fund
• Fund Manager - Alok Bahi
• Plan - Direct & Regular
•  Equity Allocation - Minimum 65% to Maximum 100%
• Expanse Ratio - Upto 2.25% if AUM Increase expanse ration decrease

Who Can Invest in this Scheme - 

• Investors who want to invest in Mid Cap Stocks.
• Investor who want to Active Managed fund.
• Seeking long term capital growth.
• Minimum 3-5 year Investment Exposure

Risk Involve - 

• Equity Oriented Risk
• Active Investment Risk
• Settlement Risk
• Valuation Risk
• Interest Rate Risk
• Price Risk
• Credit Risk
• Liquidity Risk
• Reinvestment Risk
• Market Risk
• Etc .…

Risk-O-Meter - 

• Benchmark Risk o Meter - Very High Risk
• Fund Scheme Risk o Meter - Very High Risk

Invest Now - Click here

Watch Scheme Video - Click here

Download Scheme PDF - Click here

Disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.