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IPO

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%)

Disclaimer: Past performance is not an indicator of future returns

Top 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.

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View Scheme Document

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Helios Large & Mid Cap Fund Managers

List of Helios Mutual Fund's top performing schemes

Kotak Neo: AMFI-registered Mutual Fund Distributor

FAQ for Helios Large & Mid Cap Fund

Start SIP with just Rs.100