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Helios Large & Mid Cap Fund
Growth
EquityLarge & Mid Cap Fund
Small-size FundAssets Under Mgmt: ₹ 178 Cr
Very High RiskPrinciple investment will be at very high risk
10.600.19% (+0.02)
Price Chart
High
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Low
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Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
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5Y
Max
SIP
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EquityLarge & Mid Cap Fund
Small-size FundAssets Under Mgmt: ₹ 178 Cr
Very High RiskPrinciple investment will be at very high risk
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.75 | 51.62 | 4.05 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.34 | 50.57 | 1.68 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY LargeMidcap 250 - TRI |
About Large & Mid Cap Fund
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Peers & Comparison
Comparing 3 mutual funds from
EquityLarge & Mid Cap Fund
EquityLarge & Mid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Helios Large & Mid Cap Fund | — | — | — |
| Mirae Asset Large & Midcap Fund | 26.91% | 17.55% | 23.19% |
| SBI Large & Midcap Fund | 29.15% | 20.51% | 18.32% |
| Kotak Equity Opp Fund | 34.07% | 23.85% | 18.73% |
Price Comparison
Compare Helios Large & Mid Cap Fund with any MF, ETF, stock or indexCompare Helios Large & Mid Cap Fund with any MF, ETF, stock or index
Helios Large & Mid Cap Fund
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Oct 2024
ACTUAL
Oct 2024
Sector Distribution
Oct 2024
Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 8.04 %
Holdings
8.04 %
8.04 % - HDFC Bank Ltd3M change : 7.28 %
Holdings
7.28 %
7.28 % - Zomato Ltd3M change : 4.38 %
Holdings
4.38 %
4.38 %
AMC Profile
Hmm, looks like data is unavailable here. Please come back after some timeFund Manager Profile
Alok Bahl
AUM: ₹2,819.14 Cr.
|
Exp: 32yrs
Pratik Singh
AUM: ₹2,700.43 Cr.
|
Exp: 10yrs
Manager Performance (0)
Equity: Large & Mid Cap Fund
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Opinions and Fund Reviews
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%