MUTUAL FUNDS
Helios MF introduces Small Cap Fund
Nov-06-2025

Helios Mutual Fund (MF) has launched Helios Small Cap Fund, an open-ended equity scheme predominantly investing in small cap stocks. The NFO opens for subscription on November 06, 2025 and closes on November 20, 2025. The Entry Load is not applicable for the scheme. The Exit Load: (i) If units redeemed or switched out within 3 months from the date of allotment – 1% of the applicable NAV and (ii) If redeemed/switched out after 3 months from the date of allotment – Nil. No load will be charged on units issued upon re-investment of amount of distribution under same IDCW option. The minimum subscription amount is Rs 5,000 and in multiples of Re. 1 thereafter.

The performance of the scheme will be benchmarked against NIFTY Small Cap 250 Total Return Index (TRI) and its fund managers are Alok Bahl and Pratik Singh.

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 small cap companies.


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