Equity
Large & MidCap
Very High Risk
Helios Large & Mid Cap Fund
NAV : ₹ 10.91 as of 13 February, 2026
Overview
₹ 681.24 Cr
Fund size
₹ 1000
Min SIP
₹ 5000
Lumpsum
10 October 2024
Launch date
Growth
Fund plan
Regular
Scheme type
Return Calculator
₹ 5,000
Over the past
Total Investment of ₹60,000
Monthly SIP of ₹5,000 would have become ₹67,117 in 1 year with a gain of ₹7,117 (+10.60%)
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Disclaimer: Past performance is not an indicator of future returns
Top Holdings
HDFC Bank Ltd. | 4.93% |
ICICI Bank Ltd. | 4.80% |
Reliance Industries Ltd. | 4.37% |
Eternal Ltd. | 4.15% |
Adani Ports and Special Economic Zone Ltd. | 4.01% |
View all Equity Holdings
Equity Holding(s) Distribution
Other Scheme Info
Expense Ratio
Inclusive of GST
2.33%
Stamp Duty
0.005%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
0
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Peer Analysis
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Helios Large & Mid Cap Fund Managers
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Kotak Neo: AMFI-registered Mutual Fund Distributor
FAQ for Helios Large & Mid Cap Fund
Start SIP with just Rs.100
Start SIP with just Rs.100