myplexus

NFO Monitor

Fund Fact

Name of Funds:

Helios Midcap

Opening:

6th March 2025

Closing:

17th March 2025

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

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 mid cap companies.

Benchmark:

NIFTY MIDCAP 150

Fund Manager:

Alok Bahl, Pratik Singh

Asset Allocation

65-100% Equity upto 35% Money Market

upto 35% Debt Nil Others

Comparable existing schemes

Axis Midcap Fund	-17.30(6M)	11.02(1Y)
Mahindra Manulife Mid Cap Fund	-18.61(6M)	9.41(1Y)

Fund Prognosis

Idea Distiller

It is a midcap. From a fund house that does not have this. Good timing.

Fund House AAUM:
Rs 293628.98 Lakhs(as on 31st December, 2024)
Fund Manager:
Combined experience of above 32 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Plenty of me too schemes. How different can this get??? Not much really. Invest if the promoter name resonates with you.

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