Publish Date:
Helios Mutual Fund has launched Helios Large & Mid Cap Fund
It is an open-ended equity scheme investing in both large cap and mid cap stocks
In recent months, the large and mid-cap segments have demonstrated resilience in the face of market volatility, making them a prudent choice for investors. Large-cap stocks, typically characterized by their established market presence and stable earnings, tend to weather economic fluctuations more effectively.
Their robust financials and consistent dividends provide a buffer during downturns, allowing investors to maintain a sense of security. Meanwhile, mid-cap stocks offer a compelling growth potential, often positioned between the stability of large caps and the riskier nature of small caps. This unique blend makes them appealing, especially in a shifting market landscape.
Amidst economic uncertainty, diversifying investments within these segments can mitigate risk while capitalizing on growth opportunities. Large and mid-cap companies are often better equipped to adapt to changing market conditions, making them less susceptible to sudden downturns.
By investing in these segments, individuals can build a balanced portfolio that aims for both stability and growth, aligning with long-term financial goals. As volatility persists, focusing on large and mid-cap stocks can be a strategic move for those looking to navigate turbulent markets effectively.
[Read: Highest Return Mutual Funds in the Last 10 Years - Large & Mid Cap Fund Category]
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 large cap and mid cap companies. However, there can be no assurance that the investment objective of the Scheme will be realized.
Under normal circumstances, Helios Large & Mid Cap Fund will hold an allocation of 35% to 65% in Equity & Equity related instrument of large cap companies, 35% to 65% in Equity & Equity related instrument of Mid cap companies, 0% to 30% in Equity and equity related instruments of companies other than large & mid cap companies and 0% to 30% in Debt Securities and Money Market Instruments
Helios Large & Mid Cap Fund will be managed actively in line with the investment objectives and asset allocation of the Scheme. The 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 large and mid-cap companies.
Further, in order to achieve diversification in the Scheme may invest upto 30% of its net assets in equity and equity related instruments of companies other than large and mid-cap companies. Also, the scheme may invest upto 30% of its net assets in debt and money market instruments.
Helios Large & Mid Cap Fund is benchmarked against the NIFTY Large Midcap 250 Total Return Index (TRI)
Helios Large & Mid Cap Fund will be managed by Mr Alok Bahl and Mr Pratik Singh
Helios Large & Mid Cap Fund is open for subscription from October 10, 2024 to October 24, 2024. The fund will reopen for continuous sale and repurchase within 5 days from the date of allotment.
The minimum subscription amount is Rs 5,000/- and in multiples of Re. 1 thereafter.
The fund offers Direct Plan and Regular Plan. Under each plan the fund offers Growth and Income Distribution cum Capital Withdrawal (IDCW) option.