Minimum Investment Rs. 5,000: Helios Small Cap Fund..!
The Helios Small
Cap Fund is an upcoming mutual fund with a focus on generating long-term
capital appreciation from a predominantly small-cap equity portfolio. It
utilizes a unique "Elimination Investing" strategy that uses eight
core filters to identify and avoid risky investments, rather than focusing
solely on finding winning stocks.
The fund's new fund
offer (NFO) is set to be launched with an initial unit price of ₹10.
Minimum Investment
Rs. 5,000
NFO Date: November
6 to 20, 2025
Key features
·
Investment Objective: To generate
long-term capital appreciation through investments primarily in equity and
equity-related securities of small-cap companies.
·
Investment Strategy: "Elimination
Investing," which systematically rules out companies that fail to meet
eight specific criteria, such as weak management, poor governance, or
unjustified valuations.
·
Risk Profile: As it is a small-cap fund, it
is classified as very high risk.
·
Asset Class: Equity.
For more details and Investing
S.Sridharan, Founder, https://www.walletwealth.co.in/
If you need any advice on investments, do call us at 9940116967.
Team Wallet Wealth,
AMFI Registered Mutual Fund Distributor
2nd Floor, No.8A, 2nd Main Road,
Nanganallur,
Chennai – 600 061
Ph: 044-48612114
https://www.walletwealth.co.in/
Email id: sridharan@walletwealth.co.in
You can contact Mr.S.Sridharan for all types of investments including
mutual fund investment, medical insurance, and life insurance.
Read articles written by Mr. S. Sridharan in Nanayam Vikatan, a
leading personal financial management magazine.
https://www.vikatan.com/author/855-sridharan-s
Mutual Fund investments are subject to market risks, read all
scheme related documents carefully.
