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

Helios Mid Cap Growth Direct Plan

NAV
₹11.8500
+0.25%
(26 Jun)
AUM
98 Cr
TER
0.79%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+17.8%
+12.7%
+11.2%
+8.6%
+5.6%
NA
3Y
+34.7%
+33.7%
+36.8%
+33.3%
+28.1%
NA
5Y
+32.5%
+35.2%
+37.8%
+32.9%
+29.3%
NA
ALL
+22.2%
+22.8%
+24.3%
+21.5%
+17.9%
+18.2%
VOL
16.1%
17.0%
17.7%
15.8%
-
17.7%
TER
0.6%
0.4%
0.7%
0.8%
-
0.8%
AUM
₹6,641 Cr
₹10,028 Cr
₹30,401 Cr
₹79,718 Cr
-
₹98 Cr
INFO
1.38
1.34
1.37
1.36
-
1.03
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 May
Top holdings
Hitachi Energy India Ltd Ordinary Shares
3.4%
Treps
3.2%
One97 Communications Ltd
2.5%
Bharti Hexacom Ltd
2.5%
Max Financial Services Ltd
2.5%
Nippon Life India Asset Management Ltd Ordinary Shares
2.5%
HDFC Asset Management Co Ltd
2.4%
Fortis Healthcare Ltd
2.4%
PB Fintech Ltd
2.4%
Motilal Oswal Financial Services Ltd
2.4%
Top industry exposure
Financial Services
30.3%
Consumer Cyclical
21.2%
Industrials
12.6%
Healthcare
11.0%
Consumer Defensive
6.3%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
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 mid cap companies.
Fund manager(s)
Alok Bahl
Pratik Singh

FAQs