Helios Large & Mid Cap Fund - Direct Plan - Growth
code 152941 Large & Mid Cap Fund direct plan · growth NAVs 2024-11-04 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2024-11-04, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 7.39% | -4.97% | -6.55% | 1.58% | 2026-10-09 → 2026-11-09 |
| 3M | 2.05% | -1.14% | -3.92% | 2.78% | 2026-08-07 → 2026-11-09 |
| 6M | 5.77% | 12.91% | 6.18% | 6.74% | 2026-05-08 → 2026-11-09 |
| 1Y | 6.20% | 4.60% | -0.09% | 4.69% | 2025-11-07 → 2026-11-09 |
| 3Y | - | - | - | - | |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 9.77% | 7.22% | 1.16% | 6.06% | 2024-11-04 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2025 |
|---|---|
| fund | 9.83% |
| benchmark | 8.19% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 223 | 11.27% | 10.13% | 2.65% | 25.42% | 100% | 100% |
Risk statistics require 36 complete months of NAVs.
Category: Large & Mid Cap Fund
Not rated: 23 of 36 months required. View category →