Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Helios Flexi Cap
  • Opening:
    6th November 2023
  • Closing:
    15th November 2023
  • Scheme Type:
    Open Ended Equity Flexi Cap Fund
  • Minimum Investment:
    Rs. 5,000 and in multiples of Re. 1 thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units redeemed/switched out are in excess of 10% of the units purchased within 3 months from the date of allotment
  • Thereafter:
    Nil

Fund Stats

Objective

To generate long-term capital appreciation by investing predominantly in equity & equity related instruments across market capitalization.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Alok Bahl, Apurva Sharma

Asset Allocation

65-100% Equity
upto 35% Money Market
Comparable existing schemes
Bank of India Flexi Cap Fund 24.35(6M) 25.10(1Y)
JM Flexi Cap Fund 24.20(6M) 28.52(1Y)

Fund Prognosis

Idea Distiller

The maiden offering from the star manager of old backed fund house. Curiosity abounds. More in the fund house than the scheme.

  • Fund House AAUM:

  • 0

  • Fund Manager:

  • Combined experience of above 32 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

If one were to go by the heady days of 1990's, there would bhave been people waiting to put in money. But times have changed. Or have they?