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

Helios Mid Cap Growth Direct Plan

NAV
₹12.9200
-0.46%
(4 Dec)
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
+10.1%
+8.1%
+2.3%
+0.1%
-6.5%
NA
3Y
+27.6%
+26.6%
+21.0%
+25.7%
+25.7%
NA
5Y
+27.0%
NA
+22.8%
NA
+30.7%
NA
ALL
+21.7%
+26.3%
+16.5%
+26.2%
+23.3%
+29.2%
VOL
15.9%
14.5%
-
16.1%
17.6%
13.7%
TER
0.5%
0.6%
-
0.5%
0.7%
0.8%
AUM
₹9,320 Cr
₹4,075 Cr
-
₹1,477 Cr
₹37,501 Cr
₹455 Cr
INFO
1.36
1.81
-
1.63
1.32
2.14
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 Oct
Top holdings
Treps
4.5%
Hero MotoCorp Ltd
2.7%
UNO Minda Ltd
2.7%
Marico Ltd
2.7%
Cummins India Ltd
2.7%
Multi Commodity Exchange of India Ltd
2.7%
Phoenix Mills Ltd
2.6%
PB Fintech Ltd
2.6%
ITC Hotels Ltd
2.5%
Muthoot Finance Ltd
2.4%
Top industry exposure
Financial Services
27.1%
Consumer Cyclical
25.3%
Industrials
12.5%
Healthcare
7.9%
Technology
6.4%
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