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

Helios Mid Cap Growth Direct Plan

NAV
₹10.5900
-2.31%
(25 Apr)
AUM
57 Cr
TER
0.92%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+16.2%
+14.1%
+10.4%
+6.4%
+4.6%
NA
3Y
+24.9%
+28.0%
+25.6%
+19.6%
+24.9%
NA
5Y
+35.6%
+38.9%
+34.4%
+30.0%
NA
NA
ALL
+22.1%
+23.6%
+20.9%
+17.8%
+20.0%
+5.9%
VOL
17.0%
17.8%
15.9%
-
16.7%
22.3%
TER
0.4%
0.6%
0.9%
-
0.3%
0.9%
AUM
₹8,634 Cr
₹26,028 Cr
₹72,610 Cr
-
₹1,092 Cr
₹57 Cr
INFO
1.30
1.33
1.32
-
1.20
0.26
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 Mar
Top holdings
Treps
12.5%
Net Receivable / Payable
7.7%
Hitachi Energy India Ltd Ordinary Shares
3.9%
Fortis Healthcare Ltd
2.5%
Bharti Hexacom Ltd
2.5%
GlaxoSmithKline Pharmaceuticals Ltd
2.5%
Apollo Hospitals Enterprise Ltd
2.5%
Muthoot Finance Ltd
2.4%
Patanjali Foods Ltd
2.4%
Max Financial Services Ltd
2.4%
Top industry exposure
Financial Services
28.3%
Consumer Cyclical
16.9%
Healthcare
13.9%
Industrials
11.5%
Consumer Defensive
7.6%
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