Helios Mid Cap Fund Regular Growth
3Y Annualised
N/A
-0.41% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.49%
-0.41% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
4 years 7 months
9 years 7 months
Fund info
Fund size
₹125.69 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0%
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 The exit load
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
About Helios Mid Cap Fund Regular Growth
Helios Mid Cap Fund Regular Growth is a Equity mutual fund scheme from Helios Capital Asset Management (India) Private Limited. This fund has been in existence for 0 years, having been launched on 2025-03-13. Helios Mid Cap Fund Regular Growth has ₹125.69 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of Helios Mid Cap Fund Regular Growth as of Fri Jul 18 2025 is ₹12.11. The fund has an expense ratio of 2.39%, which is medium comparable to most other Equity funds.
Helios Mid Cap Fund Regular Growth returns for the last 1 year are NA%. Since launch, it has delivered 21.10% average annual returns.
The Helios Mid Cap Fund Regular Growth has the majority of its money invested in Industrials, Financial Services, Utilities, Energy, Healthcare, Technology sectors.
Top 5 Holdings of Helios Mid Cap Fund Regular Growth.
- Hitachi Energy India Ltd Ordinary Shares: 2.77%
- Muthoot Finance Ltd: 2.73%
- Siemens Energy India Ltd: 2.69%
- Hindustan Petroleum Corp Ltd: 2.55%
- Multi Commodity Exchange of India Ltd: 2.48%
AMC Information
| Name | Helios Capital Asset Management (India) Private Limited |
|---|---|
| Founding Date | 2025-03-13 |
| Phone | |
| Website | |
| Address | Bandra East, Mumbai |
Tax Implications of Helios Mid Cap Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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