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 IDCW Reinvest (DR)
₹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 Apr
Top holdings
Treps
6.5%
Hitachi Energy India Ltd Ordinary Shares
3.4%
Vishal Mega Mart Ltd
2.5%
Max Financial Services Ltd
2.5%
Fortis Healthcare Ltd
2.5%
Bharti Hexacom Ltd
2.5%
KPIT Technologies Ltd
2.5%
GMR Airports Ltd
2.4%
Marico Ltd
2.4%
The Federal Bank Ltd
2.4%
Top industry exposure
Financial Services
29.0%
Consumer Cyclical
19.1%
Healthcare
12.3%
Industrials
10.5%
Consumer Defensive
7.1%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
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.