Helios Mutual Fund : Mutual funds are launching their New Fund Offers (NFO) one after the other. In this sequence, a new scheme of Helios Mutual Fund, Helios Large & Mid Cap Fund, will open on 10 October 2024. Investments can be made in this till 24 October 2024. This is an open ended equity scheme, whose benchmark is NIFTY Large Midcap 250 TRI. This new scheme of mutual fund will mainly invest in stocks of large cap and mid cap companies.
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Special things related to NFO
NFO Open Date : 10 October 2024
NFO Close Date: 24 October 2024
Category : Equity Large and Midcap
Minimum investment: Rs 5000
Lock in period: none
Exit load: 1% if redeemed within 3 months
Benchmark: NIFTY Large Midcap 250 TRI
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Which is the better option?
Helios Large & Midcap Fund aims to generate high returns for investors over the long term through a well-built portfolio. This scheme will invest mainly in largecap and midcap stocks in terms of market cap. The basic objective of investing in large and mid cap funds is portfolio diversification. Investing in large and mid-cap funds gives you the benefits of both large cap and mid cap stocks in a single fund. However, there is no guarantee that the investment objective of the scheme will be achieved. Therefore, those investors should invest in this scheme, who can take market risk and the investment objective is long term.
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What are large and midcap funds?
As the name suggests, Large and Midcap Fund invests in large cap stocks and midcap stocks. This can provide stability to an investor’s portfolio as well as better growth. While largecap stocks provide stability to the portfolio, midcaps can give high returns when the market rises. Large and Midcap Fund focuses on stocks of 250 companies. Among these, the top 100 companies in terms of market capitalization come under large cap, while the next 150 companies come under mid cap.
(Note: Past performance of the index may or may not be sustained in future. Investors are advised to consult their financial advisor before taking any investment decision. The factors given above are given for illustrative purposes only. .)