Helios Mid Cap Fund Direct-Growth
Equity: Mid Cap - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Mid CapBenchmark: NIFTY Midcap 150 Total Return IndexCheck Portfolio Overlap →
NAV: ₹14.28+0.07%
04 Sept 2026
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Expense ratio of the scheme (0.99%) is lower than average expense ratio of the category (1.66%), excluding index funds and ETFs
This measures the relative expense of the scheme with respect to average expense ratio of the category. Investors should always prefer schemes with lower expense, everything else remaining the same
What is Expense ratio?
Since this is a relatively new scheme (less than 3 years), we do not have sufficient data to conduct meaningful performance analysis
The scheme seeks to generate long-term capital ap preciation from a portfolio that is invested predominantly in equity and equity related securities of mid cap companies.