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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Alok Bahi

06 Jun 25 | 12:00 AM

11.50 0.28 (2.50%)

Scheme Info

Investment Details

Have a look at some key information regarding the Mutual fund which helps in evaluating whether the fund suits your investment objectives

Fund 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 companies engaged in financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

Scheme Details

  • Fund Type

    OPEN

  • Inception Date

    31-05-2024

  • AMC Name

    Helios Mutual fund

  • Minimum Investment

    Rs. 5000

  • Expense Ratio

    2.4

  • Exit Load Comment

    If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 3 months from the date of allotment - 1% of the applicable NAV If redeemed/switched out after 3 months from the date of allotment - Nil