Helios Large & Mid Cap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Helios Large & Mid Cap Fund Growth Fund Overview
SIP ₹1000 & Lump. ₹5000
₹1,473 Cr
N/A
2.65
If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment - NilIf units redeemed or switched out are over and above the limit within 3 months from the date of allotment - 1% of the applicable NAV.If redeemed/switched out after 3 months from the date of allotment - Nil.
Nifty Large Midcap 250 Total Return
Helios Large & Mid Cap Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.77 | -1.15 | 2.98 |
| 6M | 11.01 | 3.56 | 18.80 |
| 1Y | 0.65 | 3.74 | 40.44 |
| 3Y | 0.00 | 13.66 | 87.68 |
Portfolio Analysis
- Equity: 99.27%
- Debt: 0.73%
- Others
About Fund Helios Large & Mid Cap Fund Growth
Helios Large & Mid Cap Fund Growth managed by Helios Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹1,473 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.65. Under the expert guidance of Alok Bahl ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Alok Bahl
Mr. Alok Bahl holds Undergraduate degree in Commerce, Post Graduate Diploma in Financial Management and Post Graduate Certificate in Business Management. Prior to joining Helios Capital Asset Management (India) Private Limited in April 2023 as CIO, he was a senior member of the investments team at Helios Capital Management Pte. Ltd., Singapore for 18 years. Prior to joining HeliosGroup, Alok worked in India with various sell side firms in sales for over 14 years.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| JM Large & Mid Cap Fund Growth | 0 | 464 CR | 2.68 |
| Bajaj Finserv Large and Mid Cap Fund Growth | 0 | 2,463 CR | 2.6 |
| Helios Large & Mid Cap Fund Growth | 0 | 1,473 CR | 2.65 |
| Principal Emerging Bluechip Fund Growth | 4 | 3,124 CR | 1.99 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundJM Large & Mid Cap Fund Growth | 0.1953 | 0 |
| This FundBajaj Finserv Large and Mid Cap Fund Growth | -1.9445 | 0 |
| This FundHelios Large & Mid Cap Fund Growth | 0.653 | 0 |
| This FundPrincipal Emerging Bluechip Fund Growth | 38.8861 | 81.3571 |
Helios Large & Mid Cap Fund Growth FAQs
- 1 Month : -4.77%
- 6 Months : 11.01%
- 1 Year : 0.65%
- 3 Years : 0.00%
