Скачать или смотреть Helios Flexi Cap 15% Returns 3X Rivals? Bold Alpha in 2025's Dip | Fund Review & Portfolio Breakdown

Is Helios Flexi Cap the new flexi-cap king? Launched in 2023, this fund crushed 15.2% returns vs. Nifty 500's 9.3%—that's 53% alpha in volatile 2025! With ₹4,937 Cr AUM, 0.45% ER, and high-conviction picks (HDFC Bank, ICICI), managers Alok Bahl & Pratik Singh deliver 23.8% since inception. But is the "3x rivals" hype sustainable? We dive into strategy, risks, and SIP tips for aggressive investors.


Key Takeaways:

Edge: 98% equities, low turnover—beats Parag Parikh/HDFC in short-term.
Holdings: Financials 25-30%, Reliance/Infosys core; Ola Electric wildcard.
SIP Win: ₹1K/month since launch → 25-28% XIRR.
Pro Tip: Direct plan for max returns; 20-30% allocation in 5Y+ portfolios.

Helios Flexi Cap Fund
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HDFC ICICI holdings
Value Research review
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AMFI flexi cap factsheet
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