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

Helios Mid Cap Growth Direct Plan

NAV
₹13.0600
+0.23%
(14 Nov)
AUM
455 Cr
TER
0.79%
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
+15.6%
+13.5%
+11.0%
+9.5%
+0.6%
NA
3Y
+28.8%
+27.9%
+27.0%
+22.3%
+27.7%
NA
5Y
+28.9%
NA
+29.4%
+25.0%
+33.1%
NA
ALL
+21.8%
+27.1%
+21.3%
+16.9%
+23.5%
+30.3%
VOL
16.0%
14.6%
15.7%
-
17.6%
13.9%
TER
0.6%
0.6%
0.7%
-
0.7%
0.8%
AUM
₹9,320 Cr
₹4,075 Cr
₹89,383 Cr
-
₹37,501 Cr
₹455 Cr
INFO
1.37
1.86
1.36
-
1.34
2.18
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 30th Sep
Top holdings
Treps
6.2%
Vishal Mega Mart Ltd
2.7%
Hero MotoCorp Ltd
2.7%
Fortis Healthcare Ltd
2.7%
Muthoot Finance Ltd
2.7%
Swiggy Ltd
2.7%
One97 Communications Ltd
2.6%
Marico Ltd
2.6%
Cummins India Ltd
2.6%
Phoenix Mills Ltd
2.6%
Top industry exposure
Financial Services
27.0%
Consumer Cyclical
24.8%
Industrials
13.0%
Healthcare
9.2%
Technology
6.1%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
8%
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