Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Helios Large & Midcap
  • Opening:
    10th October 2024
  • Closing:
    24th October 2024
  • Scheme Type:
    Open Ended Equity Large & 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:
    Not Applicable
  • 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 large cap and mid cap companies.

  • Benchmark:

  • Nifty LargeMid250

  • Fund Manager:

  • Alok Bahl, Pratik Singh

Asset Allocation

35- 65% Equity
upto 30% Money Market
Comparable existing schemes
SBI Large & Midcap Fund 17.76(6M) 35.51(1Y)
Mirae Asset Large & Midcap Fund 15.50(6M) 33.14(1Y)

Fund Prognosis

Idea Distiller

It is the walk that all new houses need to do. And this is no different.

  • Fund House AAUM:

  • Rs 228891.14 Lakhs(as on 30th September, 2024)

  • Fund Manager:

  • Combined experience of above 33 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Well there are so many similar ones in the industry that its almost an index type. Will be interesting to see what the fund manager does different.