Helios Mutual Fund launches Helios Large & Mid Cap Fund

NFO
Oct 10, 2024 by AdvisorkhojTeam | NFO | 2 Downloaded

NFO period: 10th October - 24th October, 2024

Highlights of the NFO:

  • Scheme type - An open-ended equity scheme investing in both large cap and 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 large cap and 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 Investment in a diversified portfolio of large and mid-cap companies.

  • Minimum Application Amount - Rs. 5,000 and in multiples of Re. 1 thereafter.

  • Plan/ Options available - Direct Plan and Regular Plan having Growth and Income Distribution cum Capital Withdrawal (IDCW) Option.

  • Fund Managers - Mr. Alok Bahl and Mr. Pratik Singh

  • Benchmark - NIFTY Large Midcap 250 Total Return Index.

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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