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(%) | N/A | N/A | N/A | N/A |
| Average Rolling Returns(%) | 15.39 | N/A | N/A | N/A |
The Current NAV of Helios Mid Cap Fund - Regular Plan - Growth is ₹13.70.
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 1.71%
The process for redemption is
The AUM of Helios Mid Cap Fund - Regular Plan - Growth is currently ₹2,421 Crores.
The Top three stocks are Coforge, One97 Communications and Sona BLW Precision and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 26% of fund’s portfolio respectively.
Top three sectors of Helios Mid Cap Fund - Regular Plan - Growth fund are BFSI, Auto and Healthcare accounting for 44% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap 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 49.17 and PB ratio is 8.79
The asset allocation of Helios Mid Cap Fund - Regular Plan - Growth is Stocks : 99.43%, Debt : 0.51% 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
