BSE Ltd.

04/01/2024 | Press release | Distributed by Public on 04/01/2024 12:05

Change in SIP & STP Minimum installment amount for Helios Mutual Fund schemes on BSE StAR MF Platform

NOTICES
Notice No. 20240401-37 Notice Date 01 Apr 2024
Category Trading Segment Mutual Fund
Subject Change in SIP & STP Minimum installment amount for Helios Mutual Fund schemes on BSE StAR MF Platform
Attachments Notice cum Addendum.pdf ;
Content

MFIs/MFDs/RIAs/RFDs are hereby informed that we have received communication from Helios Mutual Fund regarding change in SIP & STP Minimum installment amount as well numbers for their certain schemes.<_o3a_p>

As per Helios AMC, below changes has been done on BSE StAR MF Platform with effect from April 01, 2024.<_o3a_p>

  • Change in minimum amount and number of installments for Systematic Investment Plan (SIP) under Helios Flexi Cap Fund and Helios Balanced Advantage Fund.<_o3a_p>
  • Change in minimum amount and number of installments for Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP) under Helios Overnight Fund.<_o3a_p>
  • Introduction of SIP Pause Facility under Helios Flexi Cap Fund and Helios Balanced Advantage Fund.<_o3a_p>

The notice cum addendum issued by Helios AMC is attached.

Ketan Jantre Zeeta Eustace <_o3a_p>

Chief General Manager - Mutual Funds Dy. General Manager - Mutual Funds