Helios Flexi Cap Fund
Ticker: mf12722
Decent
68/100
☆ Add to Watchlist
More Options
H
HDFC Medium Term Debt Fund
The HDFC Medium Term Debt Fund shows decent stability but lacks strong growth drivers and market momentum.
View details
M
Mahindra Manulife Mid Cap Fund
The Mahindra Manulife Mid Cap Fund shows decent potential with a solid growth trajectory and manageable risks.
View details
N
Nippon India Aggressive Hybrid Fund
The Nippon India Aggressive Hybrid Fund shows decent potential with consistent growth and a stable business model, but it faces some execution risks and governance concerns.
View details
M
Motilal Oswal S&P 500 Index Fund
The Motilal Oswal S&P 500 Index Fund presents a decent investment opportunity with solid growth potential and manageable risks.
View details
D
DSP Multi Asset Allocation Fund
The DSP Multi Asset Allocation Fund shows decent potential with a balanced approach to asset allocation, but there are areas for improvement in profitability and governance.
View details
N
NJ Balanced Advantage Fund
The NJ Balanced Advantage Fund shows decent potential with a solid growth trajectory and manageable risks, but investors should remain cautious about execution risks and market conditions.
View details
F
Franklin India Money Market Fund
The fund shows potential for moderate returns but is subject to various risks that could impact performance.
View details
D
DSP Ultra Short Fund
The DSP Ultra Short Fund shows decent potential with stable growth and manageable risks, but investors should be cautious of execution challenges.
View details
U
UTI Dividend Yield Fund
The UTI Dividend Yield Fund shows decent potential but faces challenges in profitability and valuation metrics. Investors should be cautious.
View details
A
Aditya Birla SL Nifty SDL Apr 2027 Index Fund
The Aditya Birla SL Nifty SDL Apr 2027 Index Fund presents a decent investment opportunity, but investors should be cautious due to moderate growth prospects and some governance concerns.
View details
U
UTI Transportation & Logistics Fund
The UTI Transportation & Logistics Fund shows potential in a growing sector, but faces challenges in profitability and execution risks.
View details
U
UTI ELSS Tax Saver Fund
The UTI ELSS Tax Saver Fund shows decent potential with consistent growth and profitability metrics, though some risks remain in execution and liquidity.
View details
D
DSP Short Term Fund
The DSP Short Term Fund shows decent potential but faces challenges in profitability and growth drivers. Caution is advised.
View details
A
Aditya Birla SL MNC Fund
The Aditya Birla SL MNC Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
View details
A
Aditya Birla SL CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund
The fund shows potential but carries significant risks, particularly in terms of growth and market sentiment.
View details
I
ICICI Pru Equity Minimum Variance Fund
The fund shows a decent overall score with solid growth and profitability metrics, but some risks in execution and valuation exist.
View details
Business Overview
The Helios Flexi Cap Fund is a dynamic investment option designed for investors seeking long-term capital appreciation through a diversified portfolio. It strategically invests across large, mid, and small-cap stocks, catering to varying risk appetites. This fund is ideal for individuals looking to balance growth and stability in their investments. With a focus on quality companies, it aims to deliver consistent returns while managing market volatility. Trust in Helios to navigate the complexities of the equity market for you.
- Dynamic investment strategy
- Diversified across market caps
- Ideal for long-term growth
- Focus on quality companies
- Designed for varying risk appetites
- Expert management team
Investment Thesis
Helios Flexi Cap Fund stands out due to its strong promoter credibility, positioning it as a reliable investment choice. The fund is well-placed to capitalize on the burgeoning digital services sector, offering significant growth potential. Moreover, its attractive valuation compared to peers makes it an appealing option for investors seeking long-term gains.
- Strong promoter group with a proven track record enhances investor confidence.
- Significant growth potential in digital services sector, driving future returns.
- Attractive valuation compared to peer funds, presenting a buying opportunity.
- Diversified investment approach mitigates risks while maximizing returns.
- Consistent performance history reinforces the fund's reliability for retail investors.
Opportunity vs Risk
Opportunities
- Diversified investment across sectors
- Potential for high long-term returns
- Flexibility in asset allocation
- Exposure to emerging market trends
Risks ⚠️
- Market volatility affecting returns
- High expense ratio compared to peers
- Risk of underperformance in downturns
- Regulatory changes impacting fund management
Peer Perspective
Helios Flexi Cap Fund trades at a slight premium compared to peers like Axis Flexi Cap and Kotak Flexi Cap. A sustained growth acceleration and improved margin stability could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
Helios Flexi Cap Fund • Updated: 2025-09-29 13:31:01
-
10BusinessHighThe fund operates in a future-ready sector with a clear investment model.
-
10GrowthHighConsistent revenue and profit growth observed over the past few years.
-
10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
-
8ValuationHighValuation metrics are reasonable compared to peers, but slightly on the higher side.
-
7BalanceHighDebt levels are manageable, with adequate liquidity and reserves.
-
6GovernanceGoodPromoter holding is stable, but there are minor concerns regarding disclosures.
-
5DriversGoodGrowth catalysts are present, but execution risks remain.
-
5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
Helios Flexi Cap Fund shows potential for growth with a decent risk profile, but investors should be cautious of execution risks.