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MF_153326

Helios Mid Cap Fund - Direct Plan - Growth Option

Equity Schemes - Mid Cap Fund

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End Amount
₹13,121.27
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
18.23%
MF_153326 Return
Benchmark CAGR
2.73%
Nifty 50
Inflation Adj. CAGR
13.14%
Real Annualized Return
Alpha
0.21
Excess Return vs Benchmark
Beta
1.12
Volatility vs Benchmark
Sharpe Ratio
0.79
Risk-Adjusted Return
Sortino Ratio
1.38
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 73% 49% 22%
60 days 76% 39% 13%
90 days 76% 36% 11%
180 days 77% 28% 4%
1Yr 100% 17% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Helios Mid Cap Fund - Direct Plan - Growth Option Nifty 50
30 days -38.1% | -66.6% | 24.1% | 291.7% 26.6% | -67.6% | 8.4% | 124.2%
60 days -41.1% | -44.5% | 26.4% | 151.1% -23.0% | -45.8% | 2.6% | 53.8%
90 days -20.5% | -41.1% | 26.2% | 125.5% -25.0% | -41.2% | 2.1% | 48.9%
1 Year 0.9% | 0.9% | 15.0% | 20.1% -10.0% | -11.2% | -2.8% | 5.4%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
March 24, 2025 April 16, 2025 23 days 5% Nifty 50: 6% 10398 9831 10457
Nov. 17, 2025 May 7, 2026 171 days 17% Nifty 50: 14% 13121 10924 13151
Aug. 28, 2026 Oct. 30, 2026 63 days 12% Nifty 50: 8% 14334 12634 13121