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

Helios Large & Mid Cap Fund - Regular Plan - Growth

₹10.87NAV on 2 Nov 2026Expense ratio 2.54%
3 Nov 2025NAV low 9.52 · high 11.56-2.2%

In plain words

Its worst fall from a peak in the last 3 years was -18.2%.

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

Returns vs benchmark

PeriodFundBenchmark
1 month+0.7%+1.9%
3 months-3.0%-5.1%
6 months+1.5%-3.2%
1 year-1.5%-10.2%
Since start (yearly)+4.9%+11.2%

Monthly SIP of ₹10,000

PeriodInvestedValue nowYearly return
1 year₹1,20,000₹1,19,992-0.0%

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

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