Helios Mid Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 12.89 | N/A | N/A | N/A |
| Average Rolling Returns(%) | 18.30 | N/A | N/A | N/A |
The Current NAV of Helios Mid Cap Fund - Regular Plan - Growth is ₹13.89.
It is better to invest in a fund with a longer track record as Helios Mid Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.
Helios Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.77%
The process for redemption is
The AUM of Helios Mid Cap Fund - Regular Plan - Growth is currently ₹1,951 Crores.
The Top three stocks are One97 Communications, Dixon Tech. (India) and Fortis Healthcare and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 27% of fund’s portfolio respectively.
Top three sectors of Helios Mid Cap Fund - Regular Plan - Growth fund are BFSI, Auto and Healthcare accounting for 50% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Helios Mid Cap Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.
Alok Bahl and Pratik Singh manage the Helios Mid Cap Fund - Regular Plan - Growth Fund.
Helios Mid Cap Fund - Regular Plan - Growth current PE ratio is 53.93 and PB ratio is 9.84
The asset allocation of Helios Mid Cap Fund - Regular Plan - Growth is Stocks : 98.91%, Debt : 1.07% and Gold : 0%
The minimum SIP amount for Helios Mid Cap Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for Helios Mid Cap Fund - Regular Plan - Growth is Nil upto 10% of units and 1% for remaining units on or before 3 months, Nil after 3 months
MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.
To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.
MoneyWorks4Me ensures this through:
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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Name of the IA registered
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The Alchemists Ark Pvt. Ltd. |
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Trade/Brand
Name of IA: |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Non-Individual |
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1187 |
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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