Helios Mid Cap Fund Direct-Growth
Equity: Mid Cap - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Mid CapBenchmark: NIFTY Midcap 150 Total Return IndexCheck Portfolio Overlap →
NAV: ₹14.39+2.57%
18 Sept 2026
Similar Funds
Side-by-side comparison of Helios Mid Cap Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +13.31% | 5.74% | 3 / 47 |
| 3Y Return | — | 16.27% | — |
| 5Y Return | — | 15.75% | — |
| 10Y Return | — | 16.65% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Mid Cap
Top funds by AUM in the Equity: Mid Cap category — see how Helios Mid Cap Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY Midcap 150 Total Return Index
Top funds tracking the NIFTY Midcap 150 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Helios Mid Cap Fund Direct-Growth?
Funds similar to Helios Mid Cap Fund Direct-Growth in the Equity: Mid Cap category include HDFC Mid Cap Fund Direct-Growth, Kotak Mid Cap Fund Direct-Growth, and Nippon India Growth Mid Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Helios Mid Cap Fund Direct-Growth in its category?
The category rank of Helios Mid Cap Fund Direct-Growth is shown in the Trailing Returns section above.
How does Helios Mid Cap Fund Direct-Growth's expense ratio compare to similar funds?
Helios Mid Cap Fund Direct-Growth has an expense ratio of 0.97%. The peers HDFC Mid Cap Fund Direct-Growth has an expense ratio of 0.76% and Kotak Mid Cap Fund Direct-Growth has 0.54%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Helios Mid Cap Fund Direct-Growth's AUM compare to similar funds?
Helios Mid Cap Fund Direct-Growth has an AUM of ₹2,228.71 crore. The peers HDFC Mid Cap Fund Direct-Growth has an AUM of ₹1,08,325 crore and Kotak Mid Cap Fund Direct-Growth has ₹71,256.3 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Mid Cap?
The top performing fund in the Equity: Mid Cap category on a 3-year basis is HSBC Midcap Fund Direct-Growth with a CAGR of 24.20% as of 17 Sep 2026. Helios Mid Cap Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Helios Mid Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Helios Mid Cap Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.