Helios Flexi Cap Fund(IDCW)
Ticker: mf15110
Decent
68/100
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H
Helios Flexi Cap Fund(IDCW Payout)
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.
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H
HDFC Medium Term Debt Fund(FN-IDCW Reinv)
The HDFC Medium Term Debt Fund shows decent potential but faces several challenges that could impact future performance.
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H
HDFC Medium Term Debt Fund(IDCW-Reinv)
The fund shows decent stability but lacks strong growth catalysts, making it a cautious investment.
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H
HDFC Medium Term Debt Fund(IDCW)
The fund shows decent potential but is hindered by inconsistent growth and market sentiment.
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H
HDFC Medium Term Debt Fund(FN-IDCW)
The fund shows moderate potential but carries several risks that could impact performance.
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M
Mahindra Manulife Mid Cap Fund(IDCW-Payout)
The Mahindra Manulife Mid Cap Fund shows decent potential for growth with a balanced approach to risk and returns.
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M
Mahindra Manulife Mid Cap Fund(IDCW)
The fund shows potential in the mid-cap space but faces challenges in growth consistency and valuation metrics.
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N
Nippon India Aggressive Hybrid Fund(M-IDCW)
The fund shows decent potential with a balanced approach, but investors should be cautious of valuation and execution risks.
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N
Nippon India Aggressive Hybrid Fund(Q-IDCW)
The Nippon India Aggressive Hybrid Fund shows decent potential for growth with manageable risks, making it a reasonable investment option.
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N
Nippon India Aggressive Hybrid Fund(IDCW)
The Nippon India Aggressive Hybrid Fund shows decent potential with a balanced approach to growth and profitability, though some risks and governance concerns exist.
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N
NJ Balanced Advantage Fund(IDCW)
The NJ Balanced Advantage Fund shows decent potential with a stable growth outlook, but investors should be cautious of execution risks and valuation metrics.
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F
Franklin India Money Market Fund(M-IDCW)
The fund shows decent potential for returns but comes with moderate risks. Investors should consider their risk appetite before investing.
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F
Franklin India Money Market Fund(DD-IDCW)
The fund shows decent fundamentals but lacks strong growth drivers and technical momentum.
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F
Franklin India Money Market Fund(Q-IDCW)
The fund shows decent potential with stable performance, but investors should be cautious of limited growth drivers and execution risks.
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F
Franklin India Money Market Fund(W-IDCW)
The fund shows decent potential but is not without its risks. Investors should proceed with caution.
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D
DSP Ultra Short Fund(M-IDCW Reinv)
The DSP Ultra Short Fund shows decent potential with stable growth and profitability metrics, but investors should be cautious of execution risks.
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Business Overview
Helios Flexi Cap Fund (IDCW) is a dynamic investment solution designed for investors seeking long-term capital appreciation through a diversified portfolio. This fund allocates investments across large, mid, and small-cap stocks, providing flexibility to adapt to market conditions. Ideal for both new and seasoned investors, it aims to balance risk and reward effectively.
- Diversified exposure across market capitalizations
- Focus on long-term capital growth
- Managed by experienced investment professionals
- Suitable for risk-tolerant investors
- Regular income distribution through IDCW option
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 substantial growth potential. Additionally, its attractive valuation compared to peers makes it an appealing option for retail investors seeking long-term gains.
- Backed by a reputable promoter group, ensuring trust and stability.
- Significant growth potential in the expanding digital services market.
- Valuation metrics indicate strong upside compared to industry peers.
- Diversified investment strategy mitigates risk while maximizing returns.
- Ideal for retail investors looking for a balanced growth-oriented fund.
Opportunity vs Risk
Opportunities
- Diversified investment across sectors
- Potential for high long-term returns
- Tax benefits on long-term gains
- Access to professional fund management
- Flexibility in asset allocation
Risks ⚠️
- Market volatility can affect returns
- Management fees can reduce profits
- Underperformance compared to benchmarks
- Regulatory changes impacting funds
- Economic downturns affecting investments
Peer Perspective
Helios Flexi Cap Fund trades at a slight premium compared to peers like Axis Flexi Cap and Kotak Flexi Cap. A sustained improvement in margin stability could trigger a positive rerating in the fund.
📊 Stock Investment Checklist (100 Points)
Helios Flexi Cap Fund(IDCW) • Updated: 2025-10-01 14:51:08
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10BusinessHighThe fund is positioned in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, indicating strong profitability.
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8ValuationHighValuation metrics are reasonable compared to peers, but not the cheapest.
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7BalanceHighDebt levels are manageable with adequate liquidity.
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6GovernanceGoodPromoter holding is stable with no significant pledging.
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5DriversGoodGrowth catalysts are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Helios Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, but investors should remain cautious of execution risks.