HELIOS MID CAP FUND - REGULAR PLAN - IDCW PAYOUT

HELIOS MID CAP FUND - REGULAR PLAN - IDCW PAYOUT

Overview
Returns
Risk
Portfolio
Information

Historical NAV & Returns

Current NAV(01 Jan 1970)
₹0.00
Returns
0.00%
Benchmark Rt
0.00%
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HELIOS MID CAP FUND - REGULAR PLAN - IDCW PAYOUT

HELIOS MID CAP FUND - REGULAR PLAN - IDCW PAYOUT
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SIP Amount

Investment Duration

Estimated average annual return of 12% over 5 years.

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Fund Overview

Fund Size:

₹455.44 Cr.

Minimum SIP:

₹1000

Minimum Lumpsum:

₹5000

ISIN:

INF0R8701319

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 Fund-1.62%-1.24%3.99%10.47%
Category Average-1.10%-0.88%2.38%3.47%
Benchmark Returns-1.34%-0.01%4.67%4.09%

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 - IDCW PAYOUT 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 455.44 crore. The fund permits investments with a minimum SIP of Rs 1000 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 - IDCW PAYOUT 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 - IDCW PAYOUT

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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 - IDCW PAYOUT as on null is null.