Helios Midcap Fund NFO review

Helios Mutual Fund , one of the newest entrants in India's asset management space and backed by veteran investor Samir Arora, has launched its fourth equity scheme—the Helios Midcap Fund . Its NFO opened for subscription on February 20, 2025, and will remain open until March 6, 2025. Helios Midcap Fund NFO snapshot NFO period February 20 to March 6, 2025 Benchmark Nifty Midcap 150 TRI Fund managers Alok Bahl and Pratik Singh Exit load Over 10 per cent redemption within three months: 1 per cent of applicable NAV Tax treatment If units are sold within a year, capital gains will be taxed at 20 per cent. If units are sold after a year, capital gains will be taxed at 12.5 per cent. However, gains of up to Rs 1.25 lakh are tax-exempt. Helios Midcap Fund's investment strategy As per the scheme presentation, Helios Midcap Fund will follow a strict elimination-based approach to stock selection. Each company is assessed on eight key factors: Corporate governance, Capital allocation, Leverage, Cash flow, Return on capital employed (ROCE), Earnings growth, Valuation and Indu