Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Helios Small Cap
  • Opening:
    20th November 2025
  • Closing:
    28th November 2025
  • Scheme Type:
    Open Ended Equity Small Cap Fund
  • Minimum Investment:
    Rs. 5000/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of the applicable NAV, If units redeemed or switched out 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 small cap companies.

  • Benchmark:

  • NIFTY Smallcap 100

  • Fund Manager:

  • Alok Bahl, Pratik Singh

Asset Allocation

65%-100% Equity
upto 35% Debt and Money Market
Comparable existing schemes
Bandhan Small Cap 4.32(1Y) 30.02(3Y)
HDFC Small Cap 4.50(1Y) 21.16(3Y)

Fund Prognosis

Idea Distiller

A new fund house, having established itself with their earlier schemes is now spreading it's wings. With a small cap offering.

  • Fund House AAUM:

  • 520890.88(in Lakhs)as on 30th September,2025

  • Fund Manager:

  • Combined experience of above 10 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Apart from the fund house and its very luminous promoter, none.