Company Helios Capital Asset Management (India) Private Limited
Scheme Name Helios Small Cap Fund-Reg(G)
Scheme Type Open ended scheme
Theme
Benchmark Index Nifty Smallcap 250 - TRI
Fund Manager Alok Bahl , Pratik Singh
Category Equity - Small cap Fund
Initial Offer Price (₹) 10
Minimum Investment (₹) 5000
Additional Investment (₹) 1000
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.
Max Entry Load%:
Max Exit Load%: 1
Option Type Growth
Investment Pattern
Type Min Max
Equity & Equity related instruments of Small cap companies 65 100
Equity and equity related instruments of companies of other than Small cap companies 0 35
Debt Securities and Money Market Instruments 0 35
Units issued by REITs and INVITs 0 10