₹11.9400
₹0.23 (+1.96%)
NAV as of 10 Apr 2026
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.34%
1 Month-10.18%
3 Months-13.75%
6 Months-11.72%
1 Year+5.03%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Mar 2025)+7.56%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-12.24%
3 Year SIP—
5 Year SIP—
Since Inception (Mar 2025)-12.24%
Fund Details
Fund HouseHelios Mutual Fund
CategoryMid Cap
Plan Typeregular
Optionidcw
Min SIP₹1,000
Min Lumpsum₹5,000
Launch Date17 Mar 2025
AMFI Code153325
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 Mid Cap Fund - Regular Plan - IDCW 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 Mid Cap Fund - Regular Plan - IDCW Option is a Mid Cap mutual fund offered by Helios Mutual Fund. The fund has been operational for over 1 years.
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