HELIOS MID CAP FUND - REGULAR PLAN - GROWTH

HELIOS MID CAP FUND - REGULAR PLAN - GROWTH

Overview
Returns
Risk
Portfolio
Information

Historical NAV & Returns

Current NAV(01 Jan 1970)
₹0.00
Returns
0.00%
Benchmark Rt
0.00%
Compare with

Calculate Your Returns

HELIOS MID CAP FUND - REGULAR PLAN - GROWTH

HELIOS MID CAP FUND - REGULAR PLAN - GROWTH
Growth Calculator

SIP Amount

₹

Investment Duration

Estimated average annual return of 12% over 5 years.

Step up (Annually)

0 %
Explore Our Portfolio
Confused About Where to Invest?

Stop comparing, start growing. Get expert-made portfolios ready for you.

Check PortfolioSee Expert Picks

Fund Overview

Fund Size:

₹346.63 Cr.

Minimum SIP:

₹0

Minimum Lumpsum:

₹5000

ISIN:

INF0R8701293

Fund Rating:
Expense Ratio:

2.39%

Lock In:

No Lock-in

Exit Load:
(i) If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment – Nil (ii) If units redeemed or switched out are over and above the limit within 3 months from the date of allotment – 1% of the applicable NAV (iii) If redeemed/switched out after 3 months from the date of allotment – Nil

Trailing Returns

View full Return Analysis
Period1W1M3M6M
This Fund0.63%3.79%7.70%21.07%
Category Average0.51%4.02%2.37%11.81%
Benchmark Returns0.98%5.32%2.99%11.89%

Risk Analysis

View full Risk Analysis
Risk Meter
VERY HIGH RISK

Suitable for aggressive investments and investors with very high-risk tolerance.

About This Fund

More Information

HELIOS MID CAP FUND - REGULAR PLAN - GROWTH is a scheme launched by Helios Mutual Fund on March 13, 2025, and falls under the Mid Cap fund category. It currently manages an AUM of Rs 346.63 crore. The fund permits investments with a minimum SIP of Rs 0 and a lump sum of Rs 5000. It charges an expense ratio of 2.39% for managing the portfolio.

  • Performance:

    HELIOS MID CAP FUND - REGULAR PLAN - GROWTH trailing returns over different times are 0% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 0%.

SIP Amount

₹

Monthly SIP Date

HELIOS MID CAP FUND - REGULAR PLAN - GROWTH

Suitabilty Test For Finding this Fund is Suitable or Not for User.Suitabilty Test For Finding this Fund is Suitable or Not for User.
Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Need Help? Let’s Connect

Query ButtonRaise a QueryWhatsApp ButtonChat on WhatsAppEmail ButtonEmail UsCall Button+91 9660032889
Phone Right

Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of HELIOS MID CAP FUND - REGULAR PLAN - GROWTH as on null is null.