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

Helios Mid Cap Growth Direct Plan

NAV
₹12.9100
+0.70%
(20 Oct)
AUM
347 Cr
TER
0.8%
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
+11.9%
+7.2%
+5.3%
+0.5%
-1.6%
NA
3Y
+30.1%
+27.1%
+27.3%
+22.4%
+27.6%
NA
5Y
+30.2%
NA
+30.9%
+26.3%
+35.2%
NA
ALL
+22.0%
+26.9%
+21.2%
+17.2%
+23.8%
+29.1%
VOL
16.0%
14.7%
15.7%
-
17.6%
14.4%
TER
0.5%
0.5%
0.7%
-
0.7%
0.8%
AUM
₹8,518 Cr
₹3,731 Cr
₹84,855 Cr
-
₹34,749 Cr
₹347 Cr
INFO
1.38
1.83
1.35
-
1.35
2.02
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
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