Description

Helios Arbitrage Fund of Helios Mutual Fund will reopen for ongoing subscriptions, redemptions, and SIP/STP/SWP transactions on NSE MF Invest Platform effective March 23, 2026.

Summary

Helios Mutual Fund’s Helios Arbitrage Fund will be reopened for ongoing subscriptions and redemptions on the NSE MF Invest Platform effective March 23, 2026. The fund will also be available for SIP (Systematic Investment Plan), STP (Systematic Transfer Plan), and SWP (Systematic Withdrawal Plan) transactions across six scheme variants.

Key Points

  • Helios Arbitrage Fund reopens for ongoing transactions on NSE MF Invest Platform from March 23, 2026
  • All six plan variants (Regular and Direct, each with Growth, IDCW Reinvestment, and IDCW Payout options) are included
  • SIP, STP, and SWP facilities will be available
  • All schemes are categorized under Equity

Scheme Details

Sr. NoScheme NameISINCategory
1Helios Arbitrage Fund - Regular GrowthINF0R8701418Equity
2Helios Arbitrage Fund - Regular IDCW ReinvestmentINF0R8701434Equity
3Helios Arbitrage Fund - Regular IDCW PayoutINF0R8701426Equity
4Helios Arbitrage Fund - Direct GrowthINF0R8701442Equity
5Helios Arbitrage Fund - Direct IDCW ReinvestmentINF0R8701467Equity
6Helios Arbitrage Fund - Direct IDCW PayoutINF0R8701459Equity

Regulatory Changes

No regulatory changes. This is an operational notice regarding platform availability.

Compliance Requirements

No specific compliance requirements for members. NSE members using the MF Invest Platform should note the availability of these schemes for client transactions from March 23, 2026.

Important Dates

  • March 23, 2026: Helios Arbitrage Fund reopens for ongoing subscriptions, redemptions, SIP, STP, and SWP on NSE MF Invest Platform.

Impact Assessment

Minimal market impact. This circular informs NSE members of the availability of Helios Arbitrage Fund variants for ongoing transactions on the NSE MF Invest Platform. Investors and distributors using the platform will be able to transact in all six scheme variants from March 23, 2026. No new regulatory obligations or market structure changes are introduced.

Impact Justification

Routine operational notice informing members about reopening of a mutual fund scheme for ongoing transactions; no regulatory changes or compliance obligations for members beyond platform availability.