Helios Mid Cap Fund Direct Growth

Scheme code: INF0R8701327 NAV value: ₹ 10.4400 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)
1 year	-7.06	65.77	31.47
3 year	11.28	45.45	26.77
5 year	0.26	39.21	16.85
7 year	4.3	21.04	14.25
10 year	0.52	21.2	10.83
12 year	0.21	19.63	10.59
15 year	4.97	19.36	10.42

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)
1 year	-8.33	66.14	33.04
3 year	11.11	42.73	26.14
5 year	-1.26	37.55	15.32
7 year	4.52	19.53	13.78
10 year	3.36	21.04	13.39
12 year	3.48	19.67	13.11
15 year	7.73	20.72	13.12

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)
1 year	-9.16	65.65	32.3
3 year	13.26	42.26	26.03
5 year	1.81	36.78	17.18
7 year	7.26	20.87	16.01
10 year	5.58	22.47	14.64
12 year	4.77	21.65	14.31
15 year	8.49	22.29	14.1

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)
1 year	-13.86	86.3	40.82
3 year	14.52	45.86	31.89
5 year	6.87	40.38	22.64
7 year	14.14	28.21	22.13
10 year	14.44	28.8	21.88
12 year	10.67	28.77	21.49
15 year	14.1	29.21	20.86

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)
1 year	-7.53	48.04	24.07
3 year	4.76	30.51	15.95
5 year	5.2	25.56	14.62
7 year	8.9	21.06	15.85
10 year	9.82	25.87	17
12 year	11.27	24.54	16.77
15 year	12.8	22.2	16.57

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics