Helios Mutual Fund Launched Helios India Small Cap Fund: NFO Closing on Nov 20

Helios Mutual Fund has unveiled the Helios India Small Cap Fund, an open-ended equity scheme designed to primarily invest in India’s small-cap companies. The fund’s New Fund Offer (NFO) will remain open until November 20. The scheme will be benchmarked against the Nifty Small Cap 250 Total Return Index (TRI), providing investors with a reference point to gauge performance.

Investment Objective

According to Helios Mutual Fund, the new fund seeks to capitalise on India’s next phase of economic growth by targeting emerging small-cap businesses that are closely linked to the country’s capital expenditure, manufacturing, and consumption cycles. The fund will adhere to Helios’ research-driven and conviction-led investment philosophy.

Investment Details

Investors can participate with a minimum initial investment of ₹5,000 during the NFO, with additional contributions permitted in multiples of ₹1. The minimum subsequent investment is ₹1,000.

Also Read: Angel One Launches India’s First Smart Beta Nifty Total Market MQ50 ETF and Index Fund

Helios Mutual Fund highlighted that small-cap companies often represent early-stage firms with significant long-term growth and innovation potential. The fund will focus on sectors such as healthcare, chemicals, capital goods, and consumer services, which are underrepresented in large-cap indices.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

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