Helios Large & Mid Cap Fund - Regular Plan - IDCW Option
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-
-
-
3.54
NIFTY LARGE MIDCAP 250 TRI
6.28
22.75
27.17
16.44
16.23
Equity: Large and Mid Cap
5.24
23.11
25.34
14.85
14.83
Yearly Performance (%)
Nav Movement
Fund Managers
FM1 - Mr. Alok Bahl; FM2 - Mr. Pratik Singh
Investment Objective
The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of large cap and mid cap companies.
RETURNS CALCULATOR for Helios Large & Mid Cap Fund - Regular Plan - IDCW Option
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period)
on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the
rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand,
measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Helios Large & Mid Cap Fund - Regular Plan - IDCW Option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Helios Large & Mid Cap Fund - Regular Plan - IDCW Option