Helios Flexicap Fund; Minimum investment of Rs. 5,000..!
Helios Mutual Fund announced the launch of Helios Flexicap Fund, an open-ended dynamic equity mutual fund scheme investing across large-cap, mid-cap, and small-cap stocks.
The scheme opens for public subscription on October 23, 2023, and will close on November 06, 2023. The scheme re-opens on November 15, 2023.
Main objective of investing:
The investment objective of the scheme is to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments across market capitalisations. However, there is no assurance or guarantee that the scheme's investment objective will be achieved.
How may one invest in this scheme?
Investors can invest under the scheme with a Minimum investment of Rs. 5000 per plan /option and in multiples of Re 1. There is no upper limit for investment.
Under normal circumstances, the asset allocation of the scheme will be as follows:
| Instruments | Indicative allocations (% of total assets) | Risk Profile | |
| Maximum | Minimum | ||
| Equity and equity-related instruments^ of large cap, mid cap and small-cap companies | 100 | 65 | Very High |
| Debt Securities & Money Market instruments (including cash and cash equivalents | 35 | 0 | Low to Medium |
| Units issued by REITs &INVIT | 10 | 0 | Very High |
| Units issued by REITs & INVIT | 5 | 0 | Medium to High |
Scheme benchmark
The Board adopted a benchmark for comparing the performance of the scheme is NIFTY 500 TRI. This is because the composition of the index is most suited for comparing the performance of the scheme. It will also enable the investors to arrive at a more informed judgement on scheme performances.
The benchmark of the scheme shall be updated in line with SEBI regulations, circulars, and directives, issued from time to time.
Alok Bahl and Apurva Sharma are the designated fund managers of the scheme.
Does the fund contain any inherent risk?
The scheme involves "Very High Risk" as per the details mentioned in the However, investors should consult their financial advisors if they doubt whether the product is suitable for them.
For more details
S. Manikandan, MBA (F&M), [MBA, I & FP],
FChFP, CIS, AMFI, CII (London)
Managing Director - AISMONEY
No. 21, MBT Road, (Opp) Indian Bank, Walajapet - 632 513
Ranipet Dt. TN, India.
+ 91 98405 77675
+ 91 96777 66393 (Office)
support@aismoney.com
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