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.