Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Helios Midcap
  • Opening:
    6th March 2025
  • Closing:
    17th March 2025
  • Scheme Type:
    Open Ended Equity Mid Cap Fund
  • Minimum Investment:
    Rs. 5,000 and in multiples of Re. 1 thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 3 months from the date of allotment
  • Thereafter:
    Nil

Fund Stats

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 mid cap companies.

  • Benchmark:

  • NIFTY MIDCAP 150

  • Fund Manager:

  • Alok Bahl, Pratik Singh

Asset Allocation

65-100% Equity
upto 35% Money Market
Comparable existing schemes
Axis Midcap Fund -17.30(6M) 11.02(1Y)
Mahindra Manulife Mid Cap Fund -18.61(6M) 9.41(1Y)

Fund Prognosis

Idea Distiller

It is a midcap. From a fund house that does not have this. Good timing.

  • Fund House AAUM:

  • Rs 293628.98 Lakhs(as on 31st December, 2024)

  • Fund Manager:

  • Combined experience of above 32 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Plenty of me too schemes. How different can this get??? Not much really. Invest if the promoter name resonates with you.