Helios Mutual Fund launches Helios Mid Cap Fund

NFO period: 20^th February – 06^th March, 2025

Highlights of the NFO:

• Scheme type – An open-ended equity scheme predominantly investing in mid cap stocks


• Investment objective – The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of mid cap companies. However, there can be no assurance that the investment objective of the scheme will be realized.


• Product suitability – This product is suitable for investors who are seeking long term wealth creation by investing in equity and equity related securities predominantly of mid-cap companies.


• 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. Pratik Singh


• Benchmark – NIFTY Midcap 150 Total Return Index (TRI)