Helios Mid Cap Fund - Direct (G)

Helios Mid Cap Fund - Direct (G) is an Mid Cap Fund-oriented fund from the renowned AMC, Helios Mutual fund. Launched in 20 February 2025, this fund is managed by Alok Bahi. With assets under management (AUM) worth ₹74.49 (Cr), as of 15 May 2025, Helios Mid Cap Fund - Direct (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 11.40% since its launch.
The current NAV of Helios Mid Cap Fund - Direct (G) is ₹11.2, as on 15 May 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in Helios Mid Cap Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹1,000 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 3 months from the date of allotment - 1% of the applicable NAV If redeemed/switched out after 3 months from the date of allotment - Nil The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.33% in Equity, 6.50% in Debt and -1.83% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 12.52% in Debt, 9.56% in Capital Markets, 9.10% in Finance, 8.90% in Healthcare Services, 6.49% in Leisure Services