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

Helios Mid Cap Growth Direct Plan

NAV
₹12.3900
-0.32%
(30 Sep)
AUM
244 Cr
TER
0.8%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+3.7%
+1.3%
-1.4%
-5.4%
-7.3%
NA
3Y
+28.9%
+26.5%
+26.4%
+21.0%
+26.2%
NA
5Y
+28.7%
NA
+29.5%
+25.3%
+33.3%
NA
ALL
+21.6%
+25.4%
+20.9%
+16.4%
+23.3%
+24.3%
VOL
16.0%
14.8%
15.7%
-
17.6%
14.8%
TER
0.6%
0.4%
0.7%
-
0.7%
0.8%
AUM
₹8,062 Cr
₹3,582 Cr
₹83,105 Cr
-
₹34,780 Cr
₹244 Cr
INFO
1.35
1.72
1.33
-
1.32
1.64
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 Aug
Top holdings
Treps
3.5%
Hero MotoCorp Ltd
2.5%
Vishal Mega Mart Ltd
2.5%
Cummins India Ltd
2.4%
Marico Ltd
2.4%
ITC Hotels Ltd
2.4%
GMR Airports Ltd
2.4%
Fortis Healthcare Ltd
2.4%
One97 Communications Ltd
2.4%
Muthoot Finance Ltd
2.4%
Top industry exposure
Financial Services
28.4%
Consumer Cyclical
24.4%
Industrials
13.3%
Healthcare
8.7%
Consumer Defensive
5.7%
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