NFO Alert: Helio Mutual Fund Launches Mid-Cap Fund

Helios Mutual Fund has launched the Helios Mid Cap Fund, an open-ended equity scheme that primarily invests in mid-cap stocks. The New Fund Offer (NFO) period starts on February 20, 2025, and closes on March 6, 2025. 

The fund has a very high risk level and is managed by Alok Bahi.

• Fund Category: Equity – Mid Cap
• Benchmark: NIFTY Midcap 150 Total Return Index (TRI)
• Minimum Investment: ₹5,000
• Additional Investment: ₹1,000 in multiples of ₹1
• Riskometer: Very High
• Exit Load:
  • 1% if more than 10% of units are redeemed within 3 months
  • Nil after 3 months

Objective and Strategy

The fund aims to generate long-term capital appreciation by investing in equity and equity-related securities of mid-cap companies. There is no lock-in period.

The portfolio follows a stock elimination strategy, filtering companies based on eight parameters, including corporate governance, industry potential, and financial stability. The selection process focuses on identifying companies with reasonable growth potential while avoiding businesses that show signs of weak fundamentals.

Asset Allocation and Risk

The scheme’s asset allocation structure is as follows:

• Mid-cap equity and related instruments: 65%-100%
• Equity securities Other than Midcap Companies: 0%-35%
• Debt and money market instruments: 0%-35%

The fund carries a very high risk, given its focus on mid-cap stocks, which are more volatile than large-cap stocks. Investors should consider market fluctuations before investing.

Liquidity and NAV Calculation

Being an open-ended fund, units can be purchased and redeemed on any business day. The Net Asset Value (NAV) will be calculated daily and published on the fund’s official website and the AMFI platform.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. 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 in the securities market are subject to market risks, read all the related documents carefully before investing.