
Helios Mid Cap Fund(G)-Direct Plan
+7.13%
1Y annualised
+7.13%
1Y annualised
+0.67% 1D
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Buy, Hold or Sell?
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NAV : 12 Oct 2026
₹13.60
Min. SIP amount
₹1,000
Fund size (AUM)
2348 Cr
Expense ratio
0.79%
Launched on
13 Mar 2025
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 12 Oct 2026
₹13.60
Min. SIP amount
₹1,000
Fund size (AUM)
2348 Cr
Expense ratio
0.79%
Launched on
13 Mar 2025
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
7.11%
Mid Cap
60.49%
Small Cap
26.98%
Others
5.42%
Sector Allocation
Finance
17.08%
Automobile & Ancillaries
13.97%
Domestic Equities
11.20%
Healthcare
9.65%
It
7.19%
Capital Goods
6.06%
Textile
4.43%
Realty
3.79%
Others
26.63%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of units and 1% for remaining units on or before 3M, Nil after 3M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Alok Bahl
Present
Pratik Singh
Present
Similar/Peer Fund Comparison
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FAQs
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