myplexus

NFO Monitor

Fund Fact

Name of Funds:

Helios Flexi Cap

Opening:

6th November 2023

Closing:

15th November 2023

Minimum Investment:

Rs. 5,000 and in multiples of Re. 1 thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units redeemed/switched out are in excess of 10% of the units purchased within 3 months from the date of allotment

Fund Stats

Objective:

To generate long-term capital appreciation by investing predominantly in equity & equity related instruments across market capitalization.

Benchmark:

NIFTY 500

Fund Manager:

Alok Bahl, Apurva Sharma

Asset Allocation

65-100% Equity upto 35% Money Market

upto 35% Debt upto 10% Others

Comparable existing schemes

Bank of India Flexi Cap Fund	24.35(6M)	25.10(1Y)
JM Flexi Cap Fund	24.20(6M)	28.52(1Y)

Fund Prognosis

Idea Distiller

The maiden offering from the star manager of old backed fund house. Curiosity abounds. More in the fund house than the scheme.

Fund House AAUM:
0
Fund Manager:
Combined experience of above 32 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

If one were to go by the heady days of 1990's, there would bhave been people waiting to put in money. But times have changed. Or have they?

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028