Helios Large & Midcap Growth Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

Helios Large & Midcap Growth Direct Plan

NAV
₹9.7400
+0.93%
(28 Apr)
AUM
271 Cr
TER
0.74%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+16.1%
+11.5%
+10.8%
+10.0%
+6.7%
NA
3Y
+23.0%
+22.2%
+25.6%
+24.5%
+17.4%
NA
5Y
+27.4%
+31.6%
+31.3%
+30.9%
+26.1%
NA
ALL
+18.1%
+16.9%
+23.6%
+16.2%
+15.5%
-3.5%
VOL
15.8%
15.5%
19.8%
16.1%
-
18.1%
TER
0.7%
0.9%
0.5%
0.6%
-
0.7%
AUM
₹6,432 Cr
₹19,353 Cr
₹8,713 Cr
₹7,967 Cr
-
₹271 Cr
INFO
1.15
1.09
1.19
1.01
-
-0.19
See fund holdings as of 31st Mar
Top holdings
HDFC Bank Ltd
7.7%
ICICI Bank Ltd
5.8%
Hindustan Petroleum Corp Ltd
4.3%
Kotak Mahindra Bank Ltd
4.0%
Bajaj Finance Ltd
3.8%
Bharti Airtel Ltd
3.3%
HDFC Asset Management Co Ltd
3.1%
One97 Communications Ltd
3.0%
State Bank of India
3.0%
Reliance Industries Ltd
2.8%
Top industry exposure
Financial Services
42.8%
Industrials
14.0%
Consumer Cyclical
7.6%
Energy
7.2%
Healthcare
7.1%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
28%
Lock-in period
-
Exit load
No exit load
Fund objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of large cap and mid cap companies.
Fund manager(s)
Alok Bahl
Pratik Singh

FAQs