Helios MF To Launch Helios Large & Mid Cap Fund

Helios Mutual Fund is very soon to launch its new Large & Mid Cap Fund, an open-ended equity scheme designed to invest in both large and mid-cap stocks. The NFO (New Fund Offer) period runs from 10th October 2024 to 24th October 2024, offering investors a chance to diversify their portfolio with a blend of stability from large-cap companies and the growth potential of mid-caps.

Key Details

The fund comes with two plans: Growth and IDCW (Income Distribution cum Capital Withdrawal). It’s available in both Direct and Regular options, catering to different types of investors. The minimum investment starts at Rs.5,000, making it accessible to a range of investors, from those new to mutual funds to more seasoned participants.

Risk & Fees

This fund is rated as “very high risk,” which means it’s better suited for investors comfortable with market fluctuations and aiming for long-term capital appreciation. While there’s no entry load, there is an exit load of 1% if you sell within 90 days of purchase. After the 90-day mark, no exit load applies, which encourages investors to stay invested for the longer term.

Fund Management

The fund will be managed by Pratik Singh and Alok Bahl, who bring substantial experience in equity markets. Their approach will focus on balancing large-cap companies, which typically offer lower volatility, and mid-cap companies, which can provide higher growth potential but also come with more risk.

Is It Right for You?

For investors seeking a mix of large and mid-cap stocks, this fund offers exposure to both. Large caps can provide more stability, especially in volatile markets, while mid-caps may offer higher growth, albeit with more ups and downs. That said, it’s important to assess your own risk tolerance and financial goals before committing, as the fund’s “very high” risk rating suggests it may not suit more conservative investors.

Conclusion: In conclusion, the Helios Large & Mid Cap Fund could be a useful tool for those looking to invest in a combination of established and growing companies, but it’s essential to weigh the risks before jumping in.

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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. Please consult an expert before making related decisions.