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

Helios Mid Cap IDCW Reinvest Direct Plan

NAV
₹10.5200
+0.77%
(16 Apr)
AUM
57 Cr
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+15.3%
+7.9%
+7.9%
+7.9%
+6.0%
NA
3Y
+22.7%
+23.1%
+23.1%
+23.1%
+17.4%
NA
5Y
+35.4%
+33.9%
+33.9%
+33.9%
+29.6%
NA
ALL
+21.7%
+20.5%
+20.5%
+20.5%
+17.8%
+4.4%
VOL
17.6%
17.5%
17.5%
17.5%
-
23.5%
TER
0.4%
0.8%
0.8%
0.8%
-
NA
AUM
₹8,634 Cr
₹72,610 Cr
₹72,610 Cr
₹72,610 Cr
-
₹57 Cr
INFO
1.24
1.17
1.17
1.17
-
0.19
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 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%
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.
Fund manager(s)
Alok Bahl
Pratik Singh

FAQs