Helios Mutual Fund launches Helios Flexi Cap Fund

NFO period: 23^rd October – 06^th November, 2023

Highlights of the NFO:

• Scheme type – An open ended dynamic equity scheme investing across large cap, mid cap & small cap stocks


• Investment objective – To generate long-term capital appreciation by investing predominantly in equity & equity related instruments across market capitalization. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.


• Product suitability – The product is suitable for investors who are seeking long term wealth creation by investing predominantly in equity and equity related instruments across large cap, mid cap and small cap stocks.


• Minimum Application Amount – First investment is Rs. 5,000/- and in multiple of Rs. 1/- thereafter


• Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Income Distribution cum Capital Withdrawal Option (“IDCW”) (Payout of IDCW, Transfer of IDCW & Reinvestment of IDCW).


• Fund Managers – Mr. Alok Bahl and Mr. Apurva Sharma


• Benchmark – NIFTY 500 TRI