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

Helios Mid Cap Growth Direct Plan

NAV
₹12.4700
+0.16%
(14 Jan)
AUM
1,157 Cr
TER
0.74%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+14.5%
+14.2%
+13.3%
+12.3%
+10.1%
NA
3Y
+27.3%
+27.7%
+25.9%
+27.1%
+21.9%
NA
5Y
NA
+23.8%
NA
+24.8%
+20.2%
NA
ALL
+24.5%
+21.2%
+19.7%
+21.8%
+15.9%
+24.7%
VOL
14.4%
15.9%
16.1%
16.7%
-
13.6%
TER
0.5%
0.5%
0.5%
0.4%
-
0.7%
AUM
₹4,448 Cr
₹10,296 Cr
₹1,309 Cr
₹13,650 Cr
-
₹1,157 Cr
INFO
1.70
1.33
1.22
1.30
-
1.82
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 Nov
Top holdings
Treps
8.7%
Net Receivable / Payable
2.9%
GMR Airports Ltd
2.5%
One97 Communications Ltd
2.5%
Hero MotoCorp Ltd
2.5%
Motilal Oswal Financial Services Ltd
2.5%
Hindustan Petroleum Corp Ltd
2.5%
Cummins India Ltd
2.5%
Multi Commodity Exchange of India Ltd
2.4%
KPIT Technologies Ltd
2.4%
Top industry exposure
Financial Services
26.7%
Consumer Cyclical
23.4%
Industrials
12.0%
Healthcare
8.4%
Technology
7.8%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
7%
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