NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹10.49
-0.76%
NAV as on 18 Dec 24, 12:00 AM
very high risk
large & mid cap
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
large & mid cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
1.90%p.a.
Since Inception
About Helios Large & Mid Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Helios Large & Mid Cap Fund Growth scheme from Helios Capital Asset Management (India) Private Limited. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on Oct 2024, Helios Large & Mid Cap Fund Growth is Large & Mid-Cap fund of its category with 213.95 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.
- Helios Large & Mid Cap Fund Growth delivered 0.0% annual returns during the last year. It has delivered 1.9% average annual returns since the fund was launched.
- Helios Large & Mid Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of large cap and mid cap companies.
Top 10 Holdings
ICICI Bank Ltd
8.04%
HDFC Bank Ltd
7.28%
Zomato Ltd
4.38%
State Bank of India
3.66%
Tata Consultancy Services Ltd
3.56%
One97 Communications Ltd
3.36%
PB Fintech Ltd
2.92%
Infosys Ltd
2.90%
Adani Ports & Special Economic Zone Ltd
2.80%
Varun Beverages Ltd
2.69%
Fund Managers
- Alok Bahl (Oct 2024 - Present)
- Pratik Singh (Oct 2024 - Present)
Key Information
View Scheme Document
Helios Large & Mid Cap Fund Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Helios Large & Mid Cap Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Helios Large & Mid Cap Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Helios Large & Mid Cap Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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