Helios Large & Mid Cap Fund (G) Mutual fund

Helios Large & Mid Cap Fund (G)

Q: How to Invest in Helios Large & Mid Cap Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Helios Large & Mid Cap Fund good?

The Helios Large & Mid Cap Fund has an AUM of ₹213.95 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 18.59%. The risk is Very High against the category average of 66.79.

Q: Is Helios Large & Mid Cap Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Helios Large & Mid Cap Fund?

There is no lock-in period applicable on Helios Large & Mid Cap Fund.

Q: What is the expense ratio of Helios Large & Mid Cap Fund?

The expense ratio of Helios Large & Mid Cap Fund is 2.38%.

Equity

●

Large & Mid Cap

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Fund Details

Current NAV

₹10.22

Expense Ratio

2.38%

Min SIP

₹1.00K

Fund Size

₹214Cr

Min Investment

₹5.00K

Lock In

Scheme Information Document

Exit load: If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 3 months from the date of allotment - 1% of the applicable NAV If redeemed/switched out after 3 months from the date of allotment - Nil

Fund Performance

Alpha

0.00%

Beta

0.00

Sharpe Ratio

Risk

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Helios Large & Mid Cap Fund (G) FAQs

Q1. How to Invest in Helios Large & Mid Cap Fund through Rupeezy?

Q2. Is Helios Large & Mid Cap Fund good?

Q3. Is Helios Large & Mid Cap Fund tax free?

Q4. What is the lock-in period of Helios Large & Mid Cap Fund?

Q5. What is the expense ratio of Helios Large & Mid Cap Fund?

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