Helios Flexi Cap Fund - Direct (G) vs SBI Dividend Yield Fund - Direct (G)

Helios Flexi Cap Fund - Direct (G) vs SBI Dividend Yield Fund - Direct (G)

stock1

Helios Flexi Cap Fund - Direct (G)

7.29%

stock2

SBI Dividend Yield Fund - Direct (G)

5.4%

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About Fund

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Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Very High Risk

5000

7577.33

-

15.82

October 23, 2023

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Very High Risk

5000

8473.81

1.12

16.1208

February 20, 2023

0

-

-

7.29 %

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12.31 %

5.4 %

Alok Bahi

Undergraduate degree in Commerce from Punjab University, Chandigarh, Post Graduate Diploma in Financial Management from K.C. College of Management Post Graduate Certificate in Business Management from XLRI Jamshedpur.

Over 32 years of experience: Mr. Alok has been associated with Helios Group since 2005. Prior to joining Helios Capital Asset Management (India) Private Limited in April 2023 as CIO, he was a senior member of the investments team at Helios Capital Management Pte. Ltd., Sin-gapore for 18 years. Prior to joining Helios Group, Alok worked in India with various sell side firms in sales for over 14 years.

Rohit Shimpi

B. Com, PGDBM, CFA Charterholder

Rohit Shimpi, Fund Manager, Portfolio Management Services (PMS) of SBI Funds Management Limited (SBIFML) has been transferred to Mutual Fund Department w.e.f. November 01, 2018 and is responsible for fund management and advisory services. Rohit joined SBIFML in 2006 as Equity Analyst. He had also been managing our Offshore Fund between March 2011 - October 2015. Rohit then moved to PMS division of SBIFML as Fund Manager in October 2015. Before joining SBIFML, he had worked with SGA News Ltd (Television 18 Group) as a Research Analyst for the firm's flagship financial news channel, CNBC TV18. Prior to that, he was a researcher with JP Morgan's offshore research centre. Rohit started his career as a management trainee with HDFC Standard Life Insurance.

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