Helios Mutual Fund has launched a new equity scheme — Helios Small Cap Fund Direct – Growth, open for subscription from 6th November to 20th November 2025. With a very high-risk profile, this open-ended scheme aims to generate long-term capital appreciation by investing predominantly in small-cap companies with high growth potential.
Key NFO Details
| Detail | Information |
| Fund Name | Helios Small Cap Fund (Direct – Growth) |
| NFO Period | 06 Nov 2025 to 20 Nov 2025 |
| Allotment Date | 27 Nov 2025 |
| Category | Equity – Small Cap |
| Risk Level | Very High |
| Fund Type | Open-ended |
| Benchmark | NIFTY Smallcap 250 TRI |
| Minimum Investment | ₹5,000 (lumpsum), ₹1,000 (SIP) |
| Exit Load | Exit load of 1%, if redeemed within 3 months |
| Short-term capital gains (STCG) | Returns are taxed at 20% if you redeem before 1 year |
| Long-term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Investment Objective
The scheme seeks to:
• Generate long-term capital appreciation from a portfolio predominantly invested in equity and equity-related securities of small-cap companies.
Small-cap firms often represent emerging businesses with significant growth potential, making this fund ideal for investors willing to take on higher risk for potentially higher returns.
How Does This Compare with the Category?
| Time Period | Category Avg. Returns (CAGR) |
| 1 Year | 8.55% |
| 3 Years | 16.15% |
| 5 Years | 19.42% |
| 7 Years | 22.54% |
| 10 Years | 18.79% |
| 15 Years | 18.22% |
| Since Inception | 16.38% |
These returns underline the strong long-term performance of small-cap funds, driven by India’s expanding mid-market ecosystem and domestic growth momentum.
Should You Invest in This NFO?
You may consider investing in this NFO if:
• You have a high-risk appetite and a long-term investment horizon (5+ years).
• You want exposure to high-growth potential companies in the small-cap segment.
• You believe in Helios Mutual Fund’s stock selection strategy focused on quality and growth.
However, note that small-cap funds are more volatile than large-cap or diversified funds, and short-term fluctuations can be significant. This NFO is best suited for investors who can withstand market cycles.
About Helios Mutual Fund
Helios Mutual Fund manages ₹5,209 Cr AUM (as of September 30, 2025) and offers a focused lineup of equity mutual funds across categories.
| Fund Name | AUM | 1Y | 5Y |
| Helios Flexi Cap Fund | 4,362 Cr | 9.87% | N.A. |
| Helios Mid Cap Fund | 347 Cr | N.A. | N.A. |
| Helios Financial Services Fund | 192 Cr | 10.82% | N.A. |
| Helios Large & Mid Cap Fund | 470 Cr | 11.75% | N.A. |
Top-performing peers in the small-cap category include:
| Fund Name | Fund Size | 5Y Returns |
| Nippon India Small Cap Fund | ₹66,136 Cr | 32% p.a. |
| Tata Small Cap Fund | ₹11,637 Cr | 30% p.a. |
| Bandhan Small Cap Fund | ₹15,738 Cr | 32% p.a. |
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Final Thoughts
The Helios Small Cap Fund NFO provides investors an opportunity to participate in India’s emerging small-cap growth stories through a professionally managed portfolio.
For investors with a long-term outlook and tolerance for volatility, this fund could be a valuable addition to diversify and enhance portfolio growth potential.
Before investing, review the scheme document carefully and ensure it aligns with your risk appetite and investment goals. For a seamless and guided investing experience, consider investing in mutual funds with Torus Digital.
