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

Helios Mid Cap Growth Direct Plan

NAV
₹12.3200
+2.75%
(3 Feb)
AUM
1,157 Cr
TER
0.57%
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
+15.4%
+12.3%
+10.5%
+10.2%
+6.2%
NA
3Y
+27.6%
+26.6%
+22.8%
+26.7%
+26.3%
NA
5Y
NA
+22.7%
+20.0%
+24.1%
NA
NA
ALL
+23.8%
+20.7%
+15.8%
+21.5%
+23.2%
+23.2%
VOL
14.5%
15.9%
-
16.8%
16.2%
14.3%
TER
0.5%
0.5%
-
0.4%
0.6%
0.6%
AUM
₹4,448 Cr
₹10,296 Cr
-
₹13,650 Cr
₹1,178 Cr
₹1,157 Cr
INFO
1.64
1.30
-
1.28
1.43
1.62
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 Dec
Top holdings
Multi Commodity Exchange of India Ltd
2.8%
Hindustan Petroleum Corp Ltd
2.8%
GMR Airports Ltd
2.7%
Muthoot Finance Ltd
2.7%
Marico Ltd
2.7%
IDFC First Bank Ltd
2.7%
UNO Minda Ltd
2.7%
Phoenix Mills Ltd
2.7%
Hero MotoCorp Ltd
2.6%
Motilal Oswal Financial Services Ltd
2.6%
Top industry exposure
Financial Services
31.0%
Consumer Cyclical
21.8%
Industrials
12.6%
Healthcare
9.5%
Technology
7.9%
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