myplexus

NFO Monitor

Fund Fact

Name of Funds:

Helios Large & Midcap

Opening:

10th October 2024

Closing:

24th October 2024

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

Fund Stats

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.

Benchmark:

Nifty LargeMid250

Fund Manager:

Alok Bahl, Pratik Singh

Asset Allocation

35- 65% Equity upto 30% Money Market

upto 30% Debt Nil Others

Comparable existing schemes

SBI Large & Midcap Fund	17.76(6M)	35.51(1Y)
Mirae Asset Large & Midcap Fund	15.50(6M)	33.14(1Y)

Fund Prognosis

Idea Distiller

It is the walk that all new houses need to do. And this is no different.

Fund House AAUM:
Rs 228891.14 Lakhs(as on 30th September, 2024)
Fund Manager:
Combined experience of above 33 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Well there are so many similar ones in the industry that its almost an index type. Will be interesting to see what the fund manager does different.

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