Expense ratio, exit load and tax
Expense ratio: 0.13%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Fund management
Education
Mr. Bahl has done B.Com, PG Diploma in Financial Management and PG Certificate in Business Management from XLRI Jamshedpur
Experience
He has over 32 years of work experience in the areas of investment. He has been a part of Helios Group since its inception in 2005. Prior to joining Helios Group, he has worked in India with various sell side firms in sales for over 14 years.
Managed Schemes
Education
Mr. Modi has done B.Com and CFA
Experience
Prior to joining Helios AMC, he was with Groww Mutual Fund, Phronesis Capital Ltd, Almondz Global Securities Co. Ltd., A. K. Capital, LKP Securities Ltd. and Karvy Stock Broking Ltd.