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Helios Mid Cap Fund Direct growth
Equity • Mid Cap • Direct growth
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Mid Cap
Direct growth
Launched On
13 Mar 2025
0.5 years ago
Lock-in Period
No lock-in
NAV
as of 11 Sep 2025
₹12.47
-0.1601% (0.00)
AUM
₹244 Cr
Expense ratio
0.8%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 3M
1%
If units sold after 3M
0%
Distribution
Asset split
Market capital
Equity96.11%
Cash3.89%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Industrials
Healthcare
Consumer Defensive
Fund House
Helios
Inc: 25 Oct 2023 • Total AUM: ₹5,223 Cr • Rank #36The Helios group, established in 2005 by Samir Arora, who has served as the Group CIO and Portfolio Manager of Helios Strategic Fund since its inception in 2005. At present, Dinshaw Irani holds the position of Director & CEO at Helios Capital Asset Management (India) Pvt. Ltd.
Fund Managers
Alok Bahl
Experience: 1.87 yrs • Total AUM: 30,954 Cr
Pratik Singh
Experience: 1.44 yrs • Total AUM: 30,191 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
Motilal Oswal Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
28.08%
Expense ratio
0.69%
Returns vs category
Risk vs category
Invesco India Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
28.03%
Expense ratio
0.56%
Returns vs category
Risk vs category
Nippon India Growth Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
24.64%
Expense ratio
0.71%
Returns vs category
Risk vs category
Kotak Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
21.78%
Expense ratio
0.37%
Returns vs category
Risk vs category
Axis Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
18.78%
Expense ratio
0.55%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.