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Helios Mid Cap Fund - Direct Plan - Growth Option

Helios Mid Cap · Mid Cap
High
₹13.69
Current NAV
25 Jun 2026
44.4%
1Y Return
21.4%
3Y CAGR
28.4%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.64%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.94).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.94
Sharpe Ratio
0.94
Beta
-0.06
Alpha
2.60
Sortino
Fund Details
Fund House Helios Mid Cap
Category Mid Cap
AUM ₹2990 Cr
Expense Ratio 0.64%
Min SIP ₹500
Min Lumpsum ₹1000
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