Helios Mutual Fund · Equity · Mid Cap · Regular plan
Helios Mid Cap Fund - Regular Plan - Growth
₹13.08NAV on 2 Nov 2026Expense ratio 2.36%
3 Nov 2025NAV low 10.82 · high 14.1+0.8%
In plain words
Its worst fall from a peak in the last 3 years was -17.2%.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.3% | +4.6% |
| 3 months | -3.0% | -3.8% |
| 6 months | +5.4% | -1.6% |
| 1 year | +1.6% | -8.1% |
| Since start (yearly) | +17.5% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,465 | +5.3% |
Other plan of this fund: Helios Mid Cap Fund - Direct Plan - Growth