The fund will be benchmarked against the Nifty Small Cap 250 Total Return Index (TRI).
According to Helios Mutual Fund, the new scheme aims to capture India’s next phase of growth by investing in emerging small-cap businesses that are closely linked to the country’s capex, manufacturing, and consumption cycles.
The fund follows Helios’ research-driven and conviction-based investment approach. The minimum investment amount during the NFO period is ₹5,000, with subsequent investments allowed in multiples of ₹1. The minimum additional purchase amount is ₹1,000.
Helios Mutual Fund said small-cap businesses often represent early-stage firms positioned for long-term growth and innovation. The fund will seek opportunities in sectors such as healthcare, chemicals, capital goods, and consumer services, which have limited presence in large-cap indices.
Dinshaw Irani, CEO and Managing Director of Helios India, said the firm expects renewed investor interest as global liquidity improves and India maintains a stable macroeconomic backdrop. He noted that equity valuations have moderated and earnings expectations are stabilising, making small-cap investments more attractive on a relative basis.
Deviprasad Nair, Business Head at Helios India, said the small-cap segment provides access to under-researched companies at the intersection of innovation, domestic consumption, and manufacturing expansion. He added that India’s growing MSME base—comprising over 6.4 crore enterprises employing about 27 crore people—supports the sector’s growth potential.
The fund’s launch comes amid expectations of improved foreign portfolio inflows and increased participation in India’s equity markets as macroeconomic confidence strengthens.
