Helios Mid Cap Growth Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

Helios Mid Cap Growth Direct Plan

NAV
₹12.4400
+0.97%
(20 Aug)
AUM
193 Cr
TER
0.8%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+16.8%
+6.4%
+5.2%
+4.8%
+1.0%
NA
3Y
+30.4%
+26.9%
+27.1%
+29.8%
+22.1%
NA
5Y
+30.4%
+31.4%
+30.0%
+35.2%
+26.4%
NA
ALL
+22.2%
+22.5%
+21.3%
+24.1%
+16.9%
+24.4%
VOL
16.0%
16.9%
15.8%
17.7%
-
15.6%
TER
0.6%
0.4%
0.7%
0.7%
-
0.8%
AUM
₹7,802 Cr
₹11,027 Cr
₹83,847 Cr
₹33,609 Cr
-
₹193 Cr
INFO
1.38
1.33
1.35
1.36
-
1.57
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Helios Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
Treps
6.9%
Net Receivable / Payable
3.9%
Fortis Healthcare Ltd
2.5%
Vishal Mega Mart Ltd
2.5%
Hitachi Energy India Ltd Ordinary Shares
2.5%
One97 Communications Ltd
2.5%
Hindustan Petroleum Corp Ltd
2.5%
Marico Ltd
2.5%
Multi Commodity Exchange of India Ltd
2.5%
GMR Airports Ltd
2.5%
Top industry exposure
Financial Services
31.2%
Consumer Cyclical
23.1%
Industrials
11.9%
Healthcare
7.9%
Consumer Defensive
6.1%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
10%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
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 mid cap companies.
Fund manager(s)
Alok Bahl
Pratik Singh

FAQs