OtherMid Cap FundDirect · Growth
Helios Mid Cap Fund - Direct Plan - Growth Option
Helios · Scheme 153326
₹14.23▲ 0.21%NAV · 2026-09-18
Strong FundScore
AUM
₹1,951 cr
Expense ratio
1.00%
3Y CAGR
—
Risk level
High
Min SIP
₹1,000
Benchmark
Nifty Midcap 150 TRI
Fund manager: Alok BahlExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
Strong · 78/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Excellent risk-adjusted returns (Sharpe 1.22) — reward isn't just from taking more risk.
- ✓Protects capital well — worst-ever fall was only 17%.
- ✓1Y return: +16.8%
- ✓Sortino ratio: 1.70
📉 What could drag it down
- •Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
FundScore breakdown
78/100 · Strong
Returns
Strong
Consistency
Average
Risk-adjusted
Strong
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.