Helios Mid Cap Fund - NFO
EquityMid Cap Fund
NFO Details
Open Date20 Feb`25
Close Date06 Mar`25
NAV₹14
Investment Details
₹1000
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Risk Involved
Your principal will be at
Very High Risk
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Helios Mutual Fund Managers
AB
Alok Bahi
Fund Manager since Feb 2025
PS
Pratik Singh
Fund Manager since Feb 2025
Fund House Details
Helios Mutual Fund
Asset management company
AUM
₹11,103.26 Cr.
No. of Schemes
24
Setup Date
2021
Schemes by Helios Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Dynamic Asset Allocation Fund or Balanced Advantage Fund
Helios Balanced Advantage Fund Direct Plan Growth0%
Hybrid . Dynamic Asset Allocation Fund or Balanced Advantage Fund
Helios Balanced Advantage Fund Direct Plan IDCW Payout0%
FAQs
What is the open date for investing in Helios Mid Cap Fund?
The open date for investing in Helios Mid Cap Fund is 20 Feb`25.
What is the close date for investing in Helios Mid Cap Fund?
The close date for investing in Helios Mid Cap Fund is 06 Mar`25.
What is the minimum SIP amount to invest in Helios Mid Cap Fund?
The minimum investment amount required to invest in Helios Mid Cap Fund is ₹1000.
Who is the Fund Manager for Helios Mid Cap Fund?
The Fund Manager for Helios Mid Cap Fund is Alok Bahi.
ENTER AMOUNT
₹
₹0 in 3Y at 0% returns
SIP Date1st of every month
Your next SIP Payment will be on 19 October 2026
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