Helios Large & Mid Cap Fund NFO: Date, Review & NAV

Helios Large & Mid Cap Fund: Complete Overview

Helios Mutual Fund launches Helios Large & Mid Cap Fund under Helios Capital Asset Management Pvt Ltd. It is an open-ended scheme that will invest in both large-cap & mid-cap stocks. The NFO dates are 10 October 2024 to 24 October 2024.

Investors will have access to a well-rounded selection of high-potential businesses in various market niches through the actively managed program.

The Scheme’s assets allocation shall be 35-65% in equity & equity related instruments of large-cap companies, 35-65% in equity & equity related instruments of mid-cap companies, 0-30% in other than large and midcap companies’ equities and equity-related instruments, and 0-30% in debt and money market instruments.

Fund Objective

The fund invests in a portfolio predominantly composed of equities and equity-related instruments of large-cap and mid-cap corporations with the goal of generating long-term capital appreciation.

For more information about this new NFO Mutual Fund keep reading.

Scheme Plan: 

Helios Large & Mid Cap Fund-Direct Plan

Helios Large & Mid Cap Fund-Regular Plan

Helios Mutual Fund Details

• AUM of over Rs.1350.49 crore.

Helios Large & Mid Cap Fund Benefits

• Overseen by a group of fund managers with more than 25 years of combined experience in the equities market.

• Reduced inherent risk by carefully selecting companies.

• Dedication to pragmatism, stability, and disciplined investing to provide investors with a sustainable investment experience.

• Perfect for reducing risk by spreading exposure across stable large caps and high-growth potential midcaps.

• Offers the critically important balance between pure midcap and large-size investments.

• A single fund that offers exposure to both large-cap and mid-cap equities can save transaction costs and portfolio churn.

 

Who Should Invest?

• Knowledgeable investors who take on more risk.

• Investors looking to build long-term wealth.

• Investors trying to strike a balance between midcap and large-cap stocks.

• Investors wishing to use SIP to increase their corpus.

Index Methodology

Periodic Capped Free Float.

Nifty Large Midcap 250 Total Return Index Returns 

The index returns have been for 1 year and 5 years are 43.54% and 25.53% respectively.

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Fund Overview

How to Invest in the Scheme After the Closure of the NFO?

If you have missed participating in the NFO and now want to invest in the same Scheme on a continuous basis, then on 04 November 2024, when the Scheme will reopen; you will have the option to participate and invest directly in the Mutual Fund by spending at NAV based price by logging on to your Demat account and search for “Helios Large & Mid Cap Fund” or directly with the AMC or simply click the ‘Banner’ below.

 

Asset Allocation (% of Total Assets) of the Scheme's portfolio will be as follows:

 

Peers of Helios Large & Mid Cap Fund

 

Risk Factors In Such Funds

• Large-cap stocks (minimum 35% and maximum 65% of the portfolio) and mid-cap stocks (minimum 35% and maximum 65% of the portfolio) will make up the Scheme's equity holdings. Additionally, the Scheme may invest up to 30% in money market instruments, debt, and/or small-cap equities.

• It's vital to remember that small and mid-cap companies might be more volatile and risky relative to giant blue-chip stocks, even while they offer an opportunity to invest in firms that may appreciate more. Consequently, investment in small and midcap stocks carries a higher risk profile than investing in the stocks of large, well-established corporations. It should be mentioned that small, mid, and large-cap stocks have all shown varying degrees of volatility and return on investment over time.

• Because of their volatility, markets are susceptible to significant declines in response to unfavorable political, regulatory, market, or economic developments.

• Compared to large-cap companies, small and mid-size companies are more vulnerable to liquidity risk since their capacity to sell is restricted by the volume of trading in the assets in which they invest.

• Due to their inherent instability, markets can see large decreases in reaction to adverse developments in the political, regulatory, market, or economic spheres.

 

Past Performance of Nifty Large Midcap 250 Total Return Index Funds

Helios Large & Mid Cap Fund-Fund Managers

• Mr. Alok Bahl.

• Mr. Pratik Singh.

Conclusion

The Helios Large & Mid Cap Fund is invested in large as well as mid-cap. This method will be very appropriate in a balanced approach with long-term capital growth. This could appeal to investors seeking stability with growth potential, as the diversification of assets by strong fund managers could be helpful to the investor. However, investing in mid and small-cap stocks comes with more associated risks. Investors need to evaluate their risk tolerance and long-term objectives.

Disclaimer: This NFO analysis is provided solely for informative purposes and should not be considered investment advice. Always conduct research and talk with a financial advisor before investing.