Helios Mutual Fund launches Helios Financial Services Fund

NFO period: 31^st May – 14^th June, 2024

Highlights of the NFO:

• Scheme type – An open-ended equity scheme investing in financial services sector


• 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 companies engaged in financial services. 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 of companies engaged in financial services.


• 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 Financial Services Total Return Index (TRI)