- 1M
- 3M
- 6M
- 1YR
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- 10YR
- Since Inception
Fund Information
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Helios Large And Midcap Fund shown here is of
Growthplan.
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The Total Expense Ratio (TER) of the fund is
%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.
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Helios Large And Midcap Fund is an
Equityoriented mutual fund in the
- Large and Mid Cap Fundcategory.
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is the benchmark for Helios Large And Midcap Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.
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Name of the AMC is
Helios Mutual Fund.
Click here to
know moreabout Helios Mutual Fund.
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Helios Large And Midcap Fund managed by following fund manager(s);
Riskometer
How does the
Return Comparison of the Helios Large And Midcap Fund fare against peer funds in the Large and Mid Cap fund category?
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Helios Large And Midcap Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Large and Mid Cap fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years | |
|---|---|---|---|---|---|---|---|---|---|
| Category Best | 1.01% | 1.01% | 1.01% | 13.54% | 27.99% | 20.67% | 21.96% | 16.07% | |
| Category Average | -4.54% | -6.48% | -10.95% | 5.16% | 21.06% | 15.10% | 17.48% | 12.80% | |
| Helios Large And Midcap Fund | 1.01% | 1.01% | 1.01% | - | - | - | - | - | - |
| Bandhan Core Equity Fund | -3.41% | -5.30% | -11.63% | 9.73% | 27.06% | 20.67% | 19.86% | 13.89% | |
| Motilal Oswal Large & Mid Cap Fund | -10.70% | -12.77% | -11.40% | 11.29% | 27.86% | 20.05% | 19.80% | - | |
| ICICI Prudential Large & Mid Cap Fund | -1.77% | -1.37% | -6.67% | 10.27% | 24.50% | 19.71% | 21.85% | 13.66% | |
| UTI Core Equity Fund | -3.89% | -5.65% | -10.36% | 11.22% | 25.82% | 18.93% | 21.01% | 12.21% | |
| Invesco India Growth Opportunities Fund | -4.37% | -6.65% | -7.74% | 13.54% | 27.99% | 18.73% | 17.50% | 13.45% |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Helios Large And Midcap Fund are shown below;
Equity -
Debt %
Others 0.00%