Helios Mid Cap Fund – Direct (G) : NFO Details

Helios Mutual Fund is launching the Helios Mid Cap Fund - Direct (G), an open-ended equity scheme focused on mid-cap stocks for long-term capital appreciation. The New Fund Offer (NFO) opens on February 20, 2025, and closes on March 6, 2025. Managed by Alok Bahi, the fund requires a minimum investment of ₹5,000, with increments of ₹1,000.

Details of the NFO: Helios Mid Cap Fund – Direct (G)

Investment Objective and Strategy

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 multi-national companies (MNC). 

However, there is no assurance that the objective of the scheme will be achieved.

Investment Strategy:

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. However, there can be no assurance that the investment objective of the Scheme will be realized.

Investment Strategies of the Helios Mid Cap Fund - Direct (G)

• The Helios Mid Cap Fund aims to generate long-term capital appreciation by investing predominantly in mid-cap stocks, offering high growth potential.
• The fund will focus on fundamentally strong mid-cap companies with robust earnings growth, strong management, and industry leadership.
• A diversified portfolio across various mid-cap sectors will be maintained to balance risk and maximize returns.
• The fund manager, Alok Bahi, will use a research-driven approach to identify mid-cap stocks with high growth potential and strong financials.
• The strategy includes active management to capitalize on market inefficiencies in the mid-cap space while ensuring optimal portfolio allocation.

Risks Associated with the Helios Mid Cap Fund - Direct (G)

• Market Risk: Being an equity-focused fund, it is subject to market fluctuations, which may lead to volatility in returns.
• Mid-Cap Volatility: Mid-cap stocks are more volatile than large-cap stocks, making the fund prone to short-term price swings.
• Liquidity Risk: Some mid-cap stocks may have lower trading volumes, making it difficult to exit positions during downturns.
• Economic and Sectoral Risk: The fund’s performance is affected by macroeconomic factors, sector-specific trends, and regulatory changes.
• Tracking Error: Active management may lead to deviation from the benchmark index performance, impacting returns.

What Type of Investor Should Invest in This NFO?

• Long-term investors looking to build wealth through mid-cap stocks with high growth potential.
• Moderate to high-risk investors who can tolerate short-term volatility for potential long-term gains.
• Investors seeking portfolio diversification, as mid-cap stocks provide exposure beyond large-cap companies.
• SIP investors looking to invest systematically in mid-cap companies through regular contributions.
• Experienced equity investors who understand mid-cap market cycles and can stay invested for an extended period to benefit from market corrections and rebounds.