Helios Flexi Cap Fund is a dynamic mutual fund designed to cater to investors seeking long-term capital appreciation through a diversified portfolio of equity and equity-related instruments. It is ideal for individuals looking to balance growth and stability in their investments. With a flexible investment strategy, this fund adapts to market conditions, ensuring optimal returns. Its focus on quality stocks across various sectors makes it a compelling choice for both new and seasoned investors.

Diversified equity exposure for balanced growth
Adaptable investment strategy to market trends
Ideal for long-term capital appreciation
Regular income through IDCW payout option
Managed by experienced professionals
Suitable for both new and seasoned investors

Investment Thesis

Helios Flexi Cap Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions the fund as a compelling investment opportunity for retail investors seeking long-term growth.

Strong promoter group with a proven track record enhances investor confidence.
Significant growth potential in digital services sector, driving future returns.
Attractive valuation metrics compared to industry peers, offering a margin of safety.
Diversified portfolio reduces risk while capitalizing on market opportunities.
Consistent performance history supports the fund's reliability for investors.

Opportunity vs Risk

Opportunities

Diversified portfolio across sectors
Potential for high capital appreciation
Regular income through IDCW payouts
Strong historical performance track record
Expert fund management team

Risks ⚠️

Market volatility affecting returns
Interest rate fluctuations impact performance
Economic downturns can reduce growth
High expense ratio compared to peers
Regulatory changes may affect operations

Peer Perspective

Helios Flexi Cap Fund trades at a slight premium compared to peers like Axis Flexi Cap and Mirae Asset Flexi Cap. A rerating could occur if it achieves consistent margin stability and growth acceleration.

📊 Stock Investment Checklist (100 Points)

Helios Flexi Cap Fund(IDCW Payout) • Updated: 2025-10-01 14:50:58

10

Business
High

The fund is in a future-ready sector with a diversified portfolio.
10

Growth
High

Consistent revenue and profit growth observed over the past few years.
10

Profitability
High

ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
8

Valuation
High

P/E and P/B ratios are reasonable compared to peers.
7

Balance
High

Debt levels are manageable, with adequate liquidity.
6

Governance
Good

Promoter holding is stable, with no significant pledging.
5

Drivers
Good

Growth catalysts are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The Helios Flexi Cap Fund shows decent potential with consistent growth and profitability metrics, but some risks in execution and market sentiment should be monitored.