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Helios Mutual Fund · Equity · Large & Mid Cap · Direct plan

Helios Large & Mid Cap Fund - Direct Plan - Growth

₹11.23NAV on 2 Nov 2026Expense ratio 1.02%
3 Nov 2025NAV low 9.74 · high 11.9-0.6%

In plain words

Its worst fall from a peak in the last 3 years was -18.0%.

Past returns, not a promise of future returns or a recommendation.

Returns vs benchmark

PeriodFundBenchmark
1 month+0.9%+1.9%
3 months-2.6%-5.1%
6 months+2.4%-3.2%
1 year+0.1%-10.2%
Since start (yearly)+6.6%+11.2%

Monthly SIP of ₹10,000

PeriodInvestedValue nowYearly return
1 year₹1,20,000₹1,21,064+1.6%

Other plan of this fund: Helios Large & Mid Cap Fund - Regular Plan - Growth

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