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Helios Large & Mid Cap Fund - Direct Plan
 
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Fund : Helios Mutual Fund
Category : Equity - Diversified
Type : Open Ended
NAV (06/02/2026) 11.1300
Returns (%) :
1 Month Ago : -1.59%
3 Months Ago : -0.44%
1 Year Ago : 17.16%
Snapshot
Inception Date 10/10/2024 Fund Manager Mr. Alok Bahl
Initial Price Rs.10.00 Min. Investment Rs.5000
Objectives The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of large cap and mid cap companies. However, there can be no assurance that the investment objective of the Scheme will be realized.
Entry Load Nil
Exit Load 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.
Trailing Returns
1 Mth 3 Mths 1 Yr 3 Yrs
Scheme-1.59-0.4417.160
Category-2.41-1.066.9655.9
Sensex-1.740.327.0711.37
Nifty-1.850.728.8613.09
NAV Chart
Other Options  Asset Allocation
OptionsNAV
IDCW11.1300 (06/02/2026)
Growth11.1300 (06/02/2026)
Holding DateValue (Rs. Cr)
31/12/2025670.85
30/11/2025624.38
31/10/2025547.86
30/09/2025469.89
31/08/2025401.81
Mutual Fund Registrar
515 A, 5th Floor, The Capital, Plot C70, Bandra Kurla Complex, Bandra (E),, Mumbai, Maharashtra, India - 400051
Email : customercare@helioscapital.in
Web : https://www.heliosmf.in/
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