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Helios Large & Mid Cap Fund - Growth - Direct Plan 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(%) | N/A | N/A | N/A | N/A |
The Current NAV of Helios Large & Mid Cap Fund - Growth - Direct Plan is ₹10.24.
It is better to invest in a fund with a longer track record as Helios Large & Mid Cap Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.
Helios Large & Mid Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.75%
The process for redemption is
The AUM of Helios Large & Mid Cap Fund - Growth - Direct Plan is currently ₹214 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Zomato and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 40% of fund’s portfolio respectively.
Top three sectors of Helios Large & Mid Cap Fund - Growth - Direct Plan fund are BFSI, IT and Healthcare accounting for 60% 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 - Large & 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 Large & Mid Cap Fund - Growth - Direct Plan Fund is Equity - Large & Mid Cap Fund.
Alok Bahl and Pratik Singh manage the Helios Large & Mid Cap Fund - Growth - Direct Plan Fund.
Helios Large & Mid Cap Fund - Growth - Direct Plan current PE ratio is 39.01 and PB ratio is 7.76
The asset allocation of Helios Large & Mid Cap Fund - Growth - Direct Plan is Stocks : 95.33%, Debt : 4.69% and Gold : 0%
The minimum SIP amount for Helios Large & Mid Cap Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for Helios Large & Mid Cap Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on or before 3 months, Nil after 3 months