To provide long-term growth in capital and income to investors, through active management of investments in a diversified portfolio of equity and equity-related securities across the entire market capitalization spectrum and in debt and money market instruments.
Benchmark:
NIFTY 500
Fund Manager:
Aparna Shanker, Umesh Sharma, Varun Nanavati
HDFC Flexi Cap | 0.55(1Y) | 23.68(3Y) |
Helios Flexi Cap | -2.59(1Y) | 15.77(3Y) |
It is a new house so the scheme built up is as on expected lines. And flexi cap category is almost a no brainer for launching a fund house.
Fund House AAUM:
1000000(in Lakhs)as on 31st July,2025
Fund Manager:
Combined Experience of above 7 years
Not much for me. There are far too many existing and proven options. But do keep yourself abreast with the performance. One never knows.