Helios Mid Cap Fund - Direct Plan - Growth
code 153326 Mid Cap Fund direct plan · growth NAVs 2025-03-17 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2025-03-17, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 4.00% | -4.99% | -7.02% | 2.03% | 2026-10-09 → 2026-11-09 |
| 3M | -0.64% | 0.22% | -3.44% | 3.66% | 2026-08-07 → 2026-11-09 |
| 6M | 6.20% | 20.92% | 9.90% | 11.02% | 2026-05-08 → 2026-11-09 |
| 1Y | 8.45% | 11.11% | 4.81% | 6.30% | 2025-11-07 → 2026-11-09 |
| 3Y | - | - | - | - | |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 22.45% | 22.25% | 14.02% | 8.23% | 2025-03-17 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 133 | 15.33% | 15.59% | 6.54% | 24.58% | 100% | 100% |
Risk statistics require 36 complete months of NAVs.
Category: Mid Cap Fund
Not rated: 19 of 36 months required. View category →