HELIOS MUTUAL FUND LAUNCHES " HELIOS BALANCED ADVANTAGE FUND" (BAF).

Helios Mutual Fund announced the launch of Helios Balanced Advantage Fund (BAF),an open ended dynamic asset allocation fund.This NFO will open for subscription on March,11,2024 & Close on March 20,2024.This fund aims to capitalize on the potential upside of eauities while attempting to limit the downside through dynamic portfolio management.This will be done by investing in equity & equity related instruments and active use of debt,money market instruments & derivatives.The equity portfolio will be built on basis "Helio's Elimination Investing" philosophy-based on eight fundamental  screening factors that have repeatedly proven to be effective in weeding out poor performers,gravitating towards winners,and creating a sustainable outperformance profile.

The investment strategy will be to normally maintain gross equity and equity related exposure between 65% -100% and the net equity exposure between 30% to 80%.Various derivative strategies would be used for hedging against market headwinds. Addressing the media Mr. Sameer Arora,the main Founder &Fund Manager  of Helios Capital said," Why the investor should invest in Helios Balanced Advantage Fund: Mr.Samir Arora has an investing experience of 29 years.

   Growth Potential with balanced allocation.

   Attempts to limit downside risk by hedging,tweaking debt.

  Endeavors to allocate =/> 65% into equities,which will provide the scheme with equity fund taxation.

  Units can be redeemed on any Business Day at NAV based price.

  Risk mitigation & rigorous screening.

  Fund Managers with more than 25 years of combined Experience .

Consistency & Disciplined investing.

The Minimum Application amount will be Rs.5000/- & in multiples of Re.1 thereafter.

Please Note: Mutual Fund investments are subject to market risks,read all scheme related documents carefully.

                                                     

                                                 *