Helios Mutual Fund launches Helios Small Cap Fund

NFO period: 06^th Nov - 20^th Nov, 2025

Highlights of the NFO:

• Scheme type - An open-ended equity scheme predominantly investing in small cap stocks


• Investment objective - 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. However, there can be no assurance that the investment objective of the Scheme will be achieved.


• Product suitability - This product is suitable for investors who are seeking long term wealth creation. Investment in equity and equity- related securities predominantly of small cap companies.


• Minimum Application Amount - Rs. 5000 and in multiples of Re. 1/- thereafter


• Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).


• Fund Managers - Mr. Alok Bahl & Mr. Pratik Singh


• Benchmark - NIFTY Small Cap 250 Total Return Index (TRI)