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

Helios Mid Cap Growth Direct Plan

NAV
₹12.8700
-0.31%
(24 Dec)
AUM
615 Cr
TER
0.74%
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
+8.4%
+8.4%
+5.9%
+3.6%
-8.2%
NA
3Y
+30.3%
+29.6%
+29.3%
+24.0%
+28.6%
NA
5Y
+26.4%
NA
+27.4%
+22.3%
+29.9%
NA
ALL
+21.6%
+25.8%
+22.1%
+16.4%
+23.0%
+28.7%
VOL
15.9%
14.5%
16.8%
-
17.6%
13.6%
TER
0.5%
0.5%
0.4%
-
0.7%
0.7%
AUM
₹10,006 Cr
₹4,346 Cr
₹13,196 Cr
-
₹38,003 Cr
₹615 Cr
INFO
1.36
1.78
1.32
-
1.31
2.11
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