MUTUAL FUNDS
Helios MF introduces Arbitrage Fund
Mar-09-2026

Helios Mutual Fund (MF) has launched Helios Arbitrage Fund, an open-ended scheme investing in arbitrage opportunities. The NFO opens for subscription on March 09, 2026 and closes on March 13, 2026. The Entry Load is not applicable for the scheme. The Exit Load will be 0.25% of the applicable NAV - If units redeemed or switched out within 7 days from the date of allotment and Nil - If redeemed/switched out after 7 days from the date of allotment. The minimum subscription amount is Rs 5,000 and in multiples of Rs 1 thereafter.

The performance of the scheme will be benchmarked against NIFTY 50 Arbitrage Total Return Index (TRI) and its fund managers are Alok Bahl and Pratik Singh.

The investment objective of the Scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and the derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.

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