NAV
₹14.3500
as of 13 Nov 2026
Expense Ratio
0.88%
Viewing Direct · Growth
Risk-o-meter: not yet available here. See the latest risk-o-meter in the fund house's official disclosure.
Lumpsum returns (CAGR)
- 1Y
- +10.13%
- 3Y
- —
- 5Y
- —
- Since Inception
- +24.14%
SIP returns (XIRR)
- 1Y
- +20.58%
- 3Y
- —
- 5Y
- —
- Since Inception
- +19.20%
Performance Comparison
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Fund Details
Fund HouseHelios Mutual Fund
CategoryMid Cap
BenchmarkNIFTY Midcap 150 TRI
Launch Date13 Mar 2025
AMFI Code153326
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹1,000
Exit LoadIf units redeemed or switched out are over and above the limit within 3 months fromthe date of allotment 1% of the applicable NAV
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
What this fund does
Helios Mid Cap Fund · Direct · Growth 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, with wider price swings than large-caps.
About This Fund
Helios Mid Cap Fund · Direct · Growth is a Mid Cap mutual fund offered by Helios Mutual Fund. The fund has been operational for over 1 years. It benchmarks its performance against NIFTY Midcap 150 TRI. The current expense ratio is 0.88%.