Helios Flexi Cap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Helios Flexi Cap Fund Growth Fund Overview
SIP ₹1000 & Lump. ₹5000
₹8,784 Cr
N/A
2.09
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 NAVIf redeemed/switched out after 3 months from the date of allotment - Nil.
NIfty 500 Total Return
Helios Flexi Cap Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.58 | -1.34 | 5.85 |
| 6M | -1.16 | 0.94 | 15.17 |
| 1Y | -5.36 | 2.66 | 23.69 |
| 3Y | 0.00 | 13.35 | 88.25 |
Portfolio Analysis
- Equity: 98.45%
- Debt: 1.55%
- Others
About Fund Helios Flexi Cap Fund Growth
Helios Flexi Cap Fund Growth managed by Helios Mutual Fund,is a Flexi-Capscheme with Assets Under Management of ₹8,784 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.09. Under the expert guidance of Alok Bahl ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Alok Bahl
Mr. Alok Bahl holds Undergraduate degree in Commerce, Post Graduate Diploma in Financial Management and Post Graduate Certificate in Business Management. Prior to joining Helios Capital Asset Management (India) Private Limited in April 2023 as CIO, he was a senior member of the investments team at Helios Capital Management Pte. Ltd., Singapore for 18 years. Prior to joining HeliosGroup, Alok worked in India with various sell side firms in sales for over 14 years.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Samco Flexi Cap Fund Growth | 1 | 238 CR | 3.14 |
| Helios Flexi Cap Fund Growth | 0 | 8,783 CR | 2.09 |
| Bank of India Flexi Cap Fund Growth | 3 | 3,098 CR | 2.25 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSamco Flexi Cap Fund Growth | -13.2483 | -17.9201 |
| This FundHelios Flexi Cap Fund Growth | -5.356 | 0 |
| This FundBank of India Flexi Cap Fund Growth | 1.8799 | 53.7908 |
Helios Flexi Cap Fund Growth FAQs
- 1 Month : -6.58%
- 6 Months : -1.16%
- 1 Year : -5.36%
- 3 Years : 0.00%
