Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
mid capDirect
Helios Mid Cap Fund - Direct Plan - IDCW
3Y ago—
5Y ago—
Every metric, side-by-side
marks the winner per row.
| Metric | Helios Mid Cap Fund - Direct Pl… |
|---|---|
| Fund house | Helios Mutual Fund |
| Category | Equity Schemes - Mid Cap Fund |
| Plan | Direct |
| Latest NAV | ₹14.28 |
| Assets managed (AUM) | — |
| 1M return | 1.71% |
| 6M return | 21.43% |
| 1Y return | 15.44% |
| 3Y CAGR | — |
| 5Y CAGR | — |
| Since inception CAGR | 26.96% |
| Bumpiness · 3Y (annualised σ) | 16.04 |
| Worst drop ever | -16.74% |
| Sharpe · 3Y (rf=6%) | 1.14 |