Large & Mid Capregulargrowth
Helios Large & Mid Cap Fund - Regular Plan - Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.86%
1 Month-12.34%
3 Months-13.14%
6 Months-10.61%
1 Year+1.28%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Nov 2024)-2.61%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-13.18%
3 Year SIP—
5 Year SIP—
Since Inception (Nov 2024)-9.25%
Fund Details
Fund HouseHelios Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹739 Cr
Expense Ratio2.32%
Min SIP₹1,000
Min Lumpsum₹5,000
Launch Date04 Nov 2024
AMFI Code152943
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Helios Large & Mid Cap Fund - Regular Plan - Growth Option seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Helios Large & Mid Cap Fund - Regular Plan - Growth Option is a Large & Mid Cap mutual fund offered by Helios Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹739 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.32%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations